0001898391-23-000092.txt : 20230828 0001898391-23-000092.hdr.sgml : 20230828 20230828085520 ACCESSION NUMBER: 0001898391-23-000092 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230828 DATE AS OF CHANGE: 20230828 EFFECTIVENESS DATE: 20230828 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fidelity Greenwood Street Trust CENTRAL INDEX KEY: 0001898391 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1940 Act SEC FILE NUMBER: 811-23762 FILM NUMBER: 231210518 BUSINESS ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-563-7000 MAIL ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 0001898391 S000075413 Fidelity Macro Opportunities Fund C000234485 Fidelity Advisor Macro Opportunities Fund: Class M FAQDX C000234486 Fidelity Advisor Macro Opportunities Fund: Class C FAQCX C000234487 Fidelity Advisor Macro Opportunities Fund: Class I FAQEX C000234488 Fidelity Advisor Macro Opportunities Fund: Class Z FAQFX C000234489 Fidelity Macro Opportunities Fund FAQAX C000234490 Fidelity Advisor Macro Opportunities Fund: Class A FAQBX 0001898391 S000075414 Fidelity Risk Parity Fund C000234491 Fidelity Advisor Risk Parity Fund: Class M FAPWX C000234492 Fidelity Advisor Risk Parity Fund: Class C FAPVX C000234493 Fidelity Advisor Risk Parity Fund: Class I FAPYX C000234494 Fidelity Advisor Risk Parity Fund: Class Z FAPZX C000234495 Fidelity Risk Parity Fund FAPSX C000234496 Fidelity Advisor Risk Parity Fund: Class A FAPUX 0001898391 S000077302 Fidelity Hedged Equity Fund C000237599 Fidelity Hedged Equity Fund FEQHX C000237630 Fidelity Advisor Hedged Equity Fund: Class I FEQJX C000237631 Fidelity Advisor Hedged Equity Fund: Class Z FEQZX C000237632 Fidelity Advisor Hedged Equity Fund: Class C FEQDX C000237633 Fidelity Advisor Hedged Equity Fund: Class M FEQNX C000237634 Fidelity Advisor Hedged Equity Fund: Class A FEQAX N-PX 1 filing6768.htm PRIMARY DOCUMENT

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY



INVESTMENT COMPANY ACT FILE NUMBER: 811-23762

EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Greenwood Street Trust

245 SUMMER STREET, BOSTON, MA 02210
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)(ZIP CODE)

MARGARET CAREY, SECRETARY AND CHIEF LEGAL OFFICER, 245 SUMMER STREET, BOSTON, MA 02210
(NAME AND ADDRESS OF AGENT FOR SERVICE)

REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: 617-563-7000

DATE OF FISCAL YEAR END: 1/31

DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023

SIGNATURES

PURSUANT TO THE REQUIREMENTS OF THE INVESTMENT COMPANY ACT OF 1940, THE REGISTRANT HAS DULY CAUSED THIS REPORT TO BE SIGNED ON ITS BEHALF BY THE UNDERSIGNED, THERE UNTO DULY AUTHORIZED.

Fidelity Greenwood Street Trust

BY: /s/HEATHER BONNER *
HEATHER BONNER, TREASURER
DATE: 08/10/2023 02:33:36 PM

*BY: /s/ MARK LUNDVALL
MARK LUNDVALL, VICE PRESIDENT, FIDELITY MANAGEMENT & RESEARCH COMPANY, PURSUANT TO A POWER OF ATTORNEY DATED JUNE 1, 2023 AND FILED HEREWITH.


VOTE SUMMARY REPORT
FIDELITY HEDGED EQUITY FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ABBOTT LABORATORIES
MEETING DATE:  APR 28, 2023
TICKER:  ABT       SECURITY ID:  002824100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert J. Alpern Management For For
1.2 Elect Director Claire Babineaux-Fontenot Management For For
1.3 Elect Director Sally E. Blount Management For For
1.4 Elect Director Robert B. Ford Management For For
1.5 Elect Director Paola Gonzalez Management For For
1.6 Elect Director Michelle A. Kumbier Management For For
1.7 Elect Director Darren W. McDew Management For For
1.8 Elect Director Nancy McKinstry Management For For
1.9 Elect Director Michael G. O'Grady Management For For
1.10 Elect Director Michael F. Roman Management For For
1.11 Elect Director Daniel J. Starks Management For For
1.12 Elect Director John G. Stratton Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics Shareholder Against Against
 
ABBVIE INC.
MEETING DATE:  MAY 05, 2023
TICKER:  ABBV       SECURITY ID:  00287Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert J. Alpern Management For For
1.2 Elect Director Melody B. Meyer Management For For
1.3 Elect Director Frederick H. Waddell Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Eliminate Supermajority Vote Requirement Management For For
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
ACADIA HEALTHCARE COMPANY, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  ACHC       SECURITY ID:  00404A109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael J. Fucci Management For For
1b Elect Director Wade D. Miquelon Management For For
2 Amend Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ACCENTURE PLC
MEETING DATE:  FEB 01, 2023
TICKER:  ACN       SECURITY ID:  G1151C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jaime Ardila Management For For
1b Elect Director Nancy McKinstry Management For For
1c Elect Director Beth E. Mooney Management For For
1d Elect Director Gilles C. Pelisson Management For For
1e Elect Director Paula A. Price Management For For
1f Elect Director Venkata (Murthy) Renduchintala Management For For
1g Elect Director Arun Sarin Management For For
1h Elect Director Julie Sweet Management For For
1i Elect Director Tracey T. Travis Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
5 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
6 Authorize Board to Opt-Out of Statutory Pre-Emption Rights Management For For
7 Determine Price Range for Reissuance of Treasury Shares Management For For
 
ACTIVISION BLIZZARD, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  ATVI       SECURITY ID:  00507V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reveta Bowers Management For For
1b Elect Director Kerry Carr Management For For
1c Elect Director Robert Corti Management For For
1d Elect Director Brian Kelly Management For For
1e Elect Director Robert Kotick Management For For
1f Elect Director Barry Meyer Management For For
1g Elect Director Robert Morgado Management For For
1h Elect Director Peter Nolan Management For For
1i Elect Director Dawn Ostroff Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Adopt Policy on Freedom of Association and Collective Bargaining Shareholder Against Against
7 Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn Shareholder None None
 
ACUITY BRANDS, INC.
MEETING DATE:  JAN 25, 2023
TICKER:  AYI       SECURITY ID:  00508Y102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Neil M. Ashe Management For For
1b Elect Director Marcia J. Avedon Management For For
1c Elect Director W. Patrick Battle Management For For
1d Elect Director Michael J. Bender Management For For
1e Elect Director G. Douglas Dillard, Jr. Management For For
1f Elect Director James H. Hance, Jr. Management For For
1g Elect Director Maya Leibman Management For For
1h Elect Director Laura G. O'Shaughnessy Management For For
1i Elect Director Mark J. Sachleben Management For For
1j Elect Director Mary A. Winston Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ADOBE INC.
MEETING DATE:  APR 20, 2023
TICKER:  ADBE       SECURITY ID:  00724F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amy Banse Management For For
1b Elect Director Brett Biggs Management For For
1c Elect Director Melanie Boulden Management For For
1d Elect Director Frank Calderoni Management For For
1e Elect Director Laura Desmond Management For For
1f Elect Director Shantanu Narayen Management For For
1g Elect Director Spencer Neumann Management For For
1h Elect Director Kathleen Oberg Management For For
1i Elect Director Dheeraj Pandey Management For For
1j Elect Director David Ricks Management For For
1k Elect Director Daniel Rosensweig Management For For
1l Elect Director John Warnock Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Report on Hiring of Persons with Arrest or Incarceration Records Shareholder Against Against
 
ADVANCED MICRO DEVICES, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  AMD       SECURITY ID:  007903107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nora M. Denzel Management For For
1b Elect Director Mark Durcan Management For For
1c Elect Director Michael P. Gregoire Management For For
1d Elect Director Joseph A. Householder Management For For
1e Elect Director John W. Marren Management For For
1f Elect Director Jon A. Olson Management For For
1g Elect Director Lisa T. Su Management For For
1h Elect Director Abhi Y. Talwalkar Management For For
1i Elect Director Elizabeth W. Vanderslice Management For For
2 Approve Omnibus Stock Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AECOM
MEETING DATE:  MAR 31, 2023
TICKER:  ACM       SECURITY ID:  00766T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bradley W. Buss Management For For
1.2 Elect Director Lydia H. Kennard Management For For
1.3 Elect Director Kristy Pipes Management For For
1.4 Elect Director Troy Rudd Management For For
1.5 Elect Director Douglas W. Stotlar Management For For
1.6 Elect Director Daniel R. Tishman Management For For
1.7 Elect Director Sander van't Noordende Management For For
1.8 Elect Director Janet C. Wolfenbarger Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AFFILIATED MANAGERS GROUP, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  AMG       SECURITY ID:  008252108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen L. Alvingham Management For For
1b Elect Director Tracy A. Atkinson Management For For
1c Elect Director Dwight D. Churchill Management For For
1d Elect Director Jay C. Horgen Management For For
1e Elect Director Reuben Jeffery, III Management For For
1f Elect Director Felix V. Matos Rodriguez Management For For
1g Elect Director Tracy P. Palandjian Management For For
1h Elect Director David C. Ryan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AFLAC INCORPORATED
MEETING DATE:  MAY 01, 2023
TICKER:  AFL       SECURITY ID:  001055102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel P. Amos Management For For
1b Elect Director W. Paul Bowers Management For For
1c Elect Director Arthur R. Collins Management For For
1d Elect Director Miwako Hosoda Management For For
1e Elect Director Thomas J. Kenny Management For For
1f Elect Director Georgette D. Kiser Management For For
1g Elect Director Karole F. Lloyd Management For For
1h Elect Director Nobuchika Mori Management For For
1i Elect Director Joseph L. Moskowitz Management For For
1j Elect Director Barbara K. Rimer Management For For
1k Elect Director Katherine T. Rohrer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
AGCO CORPORATION
MEETING DATE:  APR 27, 2023
TICKER:  AGCO       SECURITY ID:  001084102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael C. Arnold Management For For
1.2 Elect Director Sondra L. Barbour Management For For
1.3 Elect Director Suzanne P. Clark Management For For
1.4 Elect Director Bob De Lange Management For For
1.5 Elect Director Eric P. Hansotia Management For For
1.6 Elect Director George E. Minnich Management For For
1.7 Elect Director Niels Porksen Management For For
1.8 Elect Director David Sagehorn Management For For
1.9 Elect Director Mallika Srinivasan Management For For
1.10 Elect Director Matthew Tsien Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
AGNC INVESTMENT CORP.
MEETING DATE:  APR 20, 2023
TICKER:  AGNC       SECURITY ID:  00123Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donna J. Blank Management For For
1b Elect Director Morris A. Davis Management For For
1c Elect Director Peter J. Federico Management For For
1d Elect Director John D. Fisk Management For For
1e Elect Director Andrew A. Johnson, Jr. Management For For
1f Elect Director Gary D. Kain Management For For
1g Elect Director Prue B. Larocca Management For For
1h Elect Director Paul E. Mullings Management For For
1i Elect Director Frances R. Spark Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5a Eliminate Supermajority Vote Requirement to Amend Certain Provisions of Certificate of Incorporation Management For For
5b Eliminate Supermajority Vote Requirement to Amend Bylaws Management For For
5c Eliminate Supermajority Vote Requirement to Remove Directors Management For For
 
AIRBNB, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  ABNB       SECURITY ID:  009066101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nathan Blecharczyk Management For For
1.2 Elect Director Alfred Lin Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ALBEMARLE CORPORATION
MEETING DATE:  MAY 02, 2023
TICKER:  ALB       SECURITY ID:  012653101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director M. Lauren Brlas Management For For
1b Elect Director Ralf H. Cramer Management For For
1c Elect Director J. Kent Masters, Jr. Management For For
1d Elect Director Glenda J. Minor Management For For
1e Elect Director James J. O'Brien Management For For
1f Elect Director Diarmuid B. O'Connell Management For For
1g Elect Director Dean L. Seavers Management For For
1h Elect Director Gerald A. Steiner Management For For
1i Elect Director Holly A. Van Deursen Management For For
1j Elect Director Alejandro D. Wolff Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Approve Non-Employee Director Restricted Stock Plan Management For For
 
ALCOA CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  AA       SECURITY ID:  013872106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven W. Williams Management For For
1b Elect Director Mary Anne Citrino Management For For
1c Elect Director Pasquale (Pat) Fiore Management For For
1d Elect Director Thomas J. Gorman Management For For
1e Elect Director Roy C. Harvey Management For For
1f Elect Director James A. Hughes Management For For
1g Elect Director Carol L. Roberts Management For For
1h Elect Director Jackson (Jackie) P. Roberts Management For For
1i Elect Director Ernesto Zedillo Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
ALLY FINANCIAL INC.
MEETING DATE:  MAY 03, 2023
TICKER:  ALLY       SECURITY ID:  02005N100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Franklin W. Hobbs Management For Against
1b Elect Director Kenneth J. Bacon Management For For
1c Elect Director William H. Cary Management For For
1d Elect Director Mayree C. Clark Management For Against
1e Elect Director Kim S. Fennebresque Management For Against
1f Elect Director Melissa Goldman Management For For
1g Elect Director Marjorie Magner Management For Against
1h Elect Director David Reilly Management For For
1i Elect Director Brian H. Sharples Management For For
1j Elect Director Michael F. Steib Management For For
1k Elect Director Jeffrey J. Brown Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  ALNY       SECURITY ID:  02043Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael W. Bonney Management For For
1b Elect Director Yvonne L. Greenstreet Management For For
1c Elect Director Phillip A. Sharp Management For For
1d Elect Director Elliott Sigal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ALPHABET INC.
MEETING DATE:  JUN 02, 2023
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director R. Martin "Marty" Chavez Management For For
1g Elect Director L. John Doerr Management For Against
1h Elect Director Roger W. Ferguson, Jr. Management For For
1i Elect Director Ann Mather Management For For
1j Elect Director K. Ram Shriram Management For Against
1k Elect Director Robin L. Washington Management For Against
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
5 Advisory Vote on Say on Pay Frequency Management Three Years One Year
6 Report on Lobbying Payments and Policy Shareholder Against Against
7 Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties Shareholder Against Against
8 Report on Framework to Assess Company Lobbying Alignment with Climate Goals Shareholder Against Against
9 Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access Shareholder Against Against
10 Report on Risks of Doing Business in Countries with Significant Human Rights Concerns Shareholder Against Against
11 Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology Shareholder Against For
12 Disclose More Quantitative and Qualitative Information on Algorithmic Systems Shareholder Against Against
13 Report on Alignment of YouTube Policies With Online Safety Regulations Shareholder Against Against
14 Report on Content Governance and Censorship Shareholder Against Against
15 Commission Independent Assessment of Effectiveness of Audit and Compliance Committee Shareholder Against Against
16 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
17 Adopt Share Retention Policy For Senior Executives Shareholder Against Against
18 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
AMAZON.COM, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  AMZN       SECURITY ID:  023135106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey P. Bezos Management For For
1b Elect Director Andrew R. Jassy Management For For
1c Elect Director Keith B. Alexander Management For For
1d Elect Director Edith W. Cooper Management For For
1e Elect Director Jamie S. Gorelick Management For For
1f Elect Director Daniel P. Huttenlocher Management For For
1g Elect Director Judith A. McGrath Management For For
1h Elect Director Indra K. Nooyi Management For For
1i Elect Director Jonathan J. Rubinstein Management For For
1j Elect Director Patricia Q. Stonesifer Management For For
1k Elect Director Wendell P. Weeks Management For For
2 Ratify Ratification of Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Report on Climate Risk in Retirement Plan Options Shareholder Against Against
7 Report on Customer Due Diligence Shareholder Against Against
8 Revise Transparency Report to Provide Greater Disclosure on Government Requests Shareholder Against Against
9 Report on Government Take Down Requests Shareholder Against Against
10 Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines Shareholder Against Against
11 Publish a Tax Transparency Report Shareholder Against Against
12 Report on Climate Lobbying Shareholder Against Against
13 Report on Median and Adjusted Gender/Racial Pay Gaps Shareholder Against For
14 Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs Shareholder Against Against
15 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
16 Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Shareholder Against Against
17 Consider Pay Disparity Between Executives and Other Employees Shareholder Against Against
18 Report on Animal Welfare Standards Shareholder Against Against
19 Establish a Public Policy Committee Shareholder Against Against
20 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
21 Commission a Third Party Audit on Working Conditions Shareholder Against Against
22 Report on Efforts to Reduce Plastic Use Shareholder Against For
23 Commission Third Party Study and Report on Risks Associated with Use of Rekognition Shareholder Against Against
 
AMDOCS LIMITED
MEETING DATE:  JAN 27, 2023
TICKER:  DOX       SECURITY ID:  G02602103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert A. Minicucci Management For For
1.2 Elect Director Adrian Gardner Management For For
1.3 Elect Director Rafael de la Vega Management For For
1.4 Elect Director Eli Gelman Management For For
1.5 Elect Director Richard T.C. LeFave Management For For
1.6 Elect Director John A. MacDonald Management For For
1.7 Elect Director Shuky Sheffer Management For For
1.8 Elect Director Yvette Kanouff Management For For
1.9 Elect Director Sarah Ruth Davis Management For For
1.10 Elect Director Amos Genish Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Approve an Increase in the Quarterly Cash Dividend Rate Management For For
4 Accept Financial Statements and Statutory Reports Management For For
5 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
AMEREN CORPORATION
MEETING DATE:  MAY 11, 2023
TICKER:  AEE       SECURITY ID:  023608102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Warner L. Baxter Management For For
1b Elect Director Cynthia J. Brinkley Management For For
1c Elect Director Catherine S. Brune Management For For
1d Elect Director J. Edward Coleman Management For For
1e Elect Director Ward H. Dickson Management For For
1f Elect Director Noelle K. Eder Management For For
1g Elect Director Ellen M. Fitzsimmons Management For For
1h Elect Director Rafael Flores Management For For
1i Elect Director Richard J. Harshman Management For For
1j Elect Director Craig S. Ivey Management For For
1k Elect Director James C. Johnson Management For For
1l Elect Director Martin J. Lyons, Jr. Management For For
1m Elect Director Steven H. Lipstein Management For For
1n Elect Director Leo S. Mackay, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Disclose GHG Emissions Reductions Targets Shareholder Against Against
 
AMERICAN AIRLINES GROUP INC.
MEETING DATE:  MAY 10, 2023
TICKER:  AAL       SECURITY ID:  02376R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Jeffrey D. Benjamin Management For For
1B Elect Director Adriane M. Brown Management For For
1C Elect Director John T. Cahill Management For For
1D Elect Director Michael J. Embler Management For For
1F Elect Director Matthew J. Hart Management For For
1G Elect Director Robert D. Isom Management For For
1H Elect Director Susan D. Kronick Management For For
1I Elect Director Martin H. Nesbitt Management For For
1J Elect Director Denise M. O'Leary Management For For
1K Elect Director Vicente Reynal Management For For
1L Elect Director Gregory D. Smith Management For For
1M Elect Director Douglas M. Steenland Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Adopt Simple Majority Vote Shareholder For For
 
AMERICAN FINANCIAL GROUP, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  AFG       SECURITY ID:  025932104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl H. Lindner, III Management For For
1.2 Elect Director S. Craig Lindner Management For For
1.3 Elect Director John B. Berding Management For For
1.4 Elect Director James E. Evans Management For For
1.5 Elect Director Terry S. Jacobs Management For For
1.6 Elect Director Gregory G. Joseph Management For For
1.7 Elect Director Mary Beth Martin Management For For
1.8 Elect Director Amy Y. Murray Management For For
1.9 Elect Director Evans N. Nwankwo Management For For
1.10 Elect Director William W. Verity Management For For
1.11 Elect Director John I. Von Lehman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AMERICAN HOMES 4 RENT
MEETING DATE:  MAY 09, 2023
TICKER:  AMH       SECURITY ID:  02665T306
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Matthew J. Hart Management For For
1b Elect Director David P. Singelyn Management For For
1c Elect Director Douglas N. Benham Management For For
1d Elect Director Jack Corrigan Management For For
1e Elect Director David Goldberg Management For For
1f Elect Director Tamara H. Gustavson Management For For
1g Elect Director Michelle C. Kerrick Management For For
1h Elect Director James H. Kropp Management For For
1i Elect Director Lynn C. Swann Management For For
1j Elect Director Winifred M. Webb Management For For
1k Elect Director Jay Willoughby Management For For
1l Elect Director Matthew R. Zaist Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AMERICAN TOWER CORPORATION
MEETING DATE:  MAY 24, 2023
TICKER:  AMT       SECURITY ID:  03027X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Bartlett Management For For
1b Elect Director Kelly C. Chambliss Management For For
1c Elect Director Teresa H. Clarke Management For For
1d Elect Director Raymond P. Dolan Management For For
1e Elect Director Kenneth R. Frank Management For For
1f Elect Director Robert D. Hormats Management For For
1g Elect Director Grace D. Lieblein Management For For
1h Elect Director Craig Macnab Management For For
1i Elect Director JoAnn A. Reed Management For For
1j Elect Director Pamela D. A. Reeve Management For For
1k Elect Director Bruce L. Tanner Management For For
1l Elect Director Samme L. Thompson Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AMERICOLD REALTY TRUST
MEETING DATE:  MAY 16, 2023
TICKER:  COLD       SECURITY ID:  03064D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George F. Chappelle, Jr. Management For For
1b Elect Director George J. Alburger, Jr. Management For For
1c Elect Director Kelly H. Barrett Management For For
1d Elect Director Robert L. Bass Management For For
1e Elect Director Antonio F. Fernandez Management For For
1f Elect Director Pamela K. Kohn Management For For
1g Elect Director David J. Neithercut Management For For
1h Elect Director Mark R. Patterson Management For For
1i Elect Director Andrew P. Power Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
AMETEK, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  AME       SECURITY ID:  031100100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Amato Management For For
1b Elect Director Anthony J. Conti Management For For
1c Elect Director Gretchen W. McClain Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
AMGEN INC.
MEETING DATE:  MAY 19, 2023
TICKER:  AMGN       SECURITY ID:  031162100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wanda M. Austin Management For For
1b Elect Director Robert A. Bradway Management For For
1c Elect Director Michael V. Drake Management For For
1d Elect Director Brian J. Druker Management For For
1e Elect Director Robert A. Eckert Management For For
1f Elect Director Greg C. Garland Management For For
1g Elect Director Charles M. Holley, Jr. Management For For
1h Elect Director S. Omar Ishrak Management For For
1i Elect Director Tyler Jacks Management For For
1j Elect Director Ellen J. Kullman Management For For
1k Elect Director Amy E. Miles Management For For
1l Elect Director Ronald D. Sugar Management For For
1m Elect Director R. Sanders Williams Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ANNALY CAPITAL MANAGEMENT, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  NLY       SECURITY ID:  035710839
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francine J. Bovich Management For For
1b Elect Director David L. Finkelstein Management For For
1c Elect Director Thomas Hamilton Management For For
1d Elect Director Kathy Hopinkah Hannan Management For For
1e Elect Director Michael Haylon Management For For
1f Elect Director Martin Laguerre Management For For
1g Elect Director Eric A. Reeves Management For For
1h Elect Director John H. Schaefer Management For For
1i Elect Director Glenn A. Votek Management For For
1j Elect Director Vicki Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Reduce Authorized Common Stock Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
ANTERO RESOURCES CORPORATION
MEETING DATE:  JUN 06, 2023
TICKER:  AR       SECURITY ID:  03674X106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul M. Rady Management For Withhold
1.2 Elect Director Thomas B. Tyree, Jr. Management For Withhold
1.3 Elect Director Brenda R. Schroer Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
APPLE INC.
MEETING DATE:  MAR 10, 2023
TICKER:  AAPL       SECURITY ID:  037833100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James Bell Management For For
1b Elect Director Tim Cook Management For For
1c Elect Director Al Gore Management For For
1d Elect Director Alex Gorsky Management For For
1e Elect Director Andrea Jung Management For For
1f Elect Director Art Levinson Management For For
1g Elect Director Monica Lozano Management For For
1h Elect Director Ron Sugar Management For For
1i Elect Director Sue Wagner Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Civil Rights and Non-Discrimination Audit Shareholder Against Against
6 Report on Operations in Communist China Shareholder Against Against
7 Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals Shareholder Against Against
8 Report on Median Gender/Racial Pay Gap Shareholder Against For
9 Amend Proxy Access Right Shareholder Against Against
 
APTARGROUP, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  ATR       SECURITY ID:  038336103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George L. Fotiades Management For For
1b Elect Director Candace Matthews Management For For
1c Elect Director B. Craig Owens Management For For
1d Elect Director Julie Xing Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ARAMARK
MEETING DATE:  FEB 03, 2023
TICKER:  ARMK       SECURITY ID:  03852U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan M. Cameron Management For For
1b Elect Director Greg Creed Management For For
1c Elect Director Bridgette P. Heller Management For For
1d Elect Director Paul C. Hilal Management For For
1e Elect Director Kenneth M. Keverian Management For For
1f Elect Director Karen M. King Management For For
1g Elect Director Patricia E. Lopez Management For For
1h Elect Director Stephen I. Sadove Management For For
1i Elect Director Kevin G. Wills Management For For
1j Elect Director Arthur B. Winkleblack Management For For
1k Elect Director John J. Zillmer Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For Against
 
ARCH CAPITAL GROUP LTD.
MEETING DATE:  MAY 04, 2023
TICKER:  ACGL       SECURITY ID:  G0450A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francis Ebong Management For For
1b Elect Director Eileen Mallesch Management For For
1c Elect Director Louis J. Paglia Management For For
1d Elect Director Brian S. Posner Management For For
1e Elect Director John D. Vollaro Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6a Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries Management For For
6b Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries Management For For
6c Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries Management For For
6d Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries Management For For
6e Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries Management For For
6f Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries Management For For
6g Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries Management For For
6h Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries Management For For
6i Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries Management For For
6j Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries Management For For
6k Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries Management For For
6l Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries Management For For
 
ARES MANAGEMENT CORPORATION
MEETING DATE:  JUN 12, 2023
TICKER:  ARES       SECURITY ID:  03990B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael J. Arougheti Management For For
1b Elect Director Ashish Bhutani Management For For
1c Elect Director Antoinette Bush Management For Against
1d Elect Director R. Kipp deVeer Management For For
1e Elect Director Paul G. Joubert Management For Against
1f Elect Director David B. Kaplan Management For For
1g Elect Director Michael Lynton Management For Against
1h Elect Director Eileen Naughton Management For Against
1i Elect Director Judy D. Olian Management For Against
1j Elect Director Antony P. Ressler Management For For
1k Elect Director Bennett Rosenthal Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For Against
 
ARROW ELECTRONICS, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  ARW       SECURITY ID:  042735100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William F. Austen Management For For
1.2 Elect Director Fabian T. Garcia Management For For
1.3 Elect Director Steven H. Gunby Management For For
1.4 Elect Director Gail E. Hamilton Management For For
1.5 Elect Director Andrew C. Kerin Management For For
1.6 Elect Director Sean J. Kerins Management For For
1.7 Elect Director Carol P. Lowe Management For For
1.8 Elect Director Mary T. McDowell Management For For
1.9 Elect Director Stephen C. Patrick Management For For
1.10 Elect Director Gerry P. Smith Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ASHLAND INC.
MEETING DATE:  JAN 24, 2023
TICKER:  ASH       SECURITY ID:  044186104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven D. Bishop Management For For
1.2 Elect Director Brendan M. Cummins Management For For
1.3 Elect Director Suzan F. Harrison Management For For
1.4 Elect Director Jay V. Ihlenfeld Management For For
1.5 Elect Director Wetteny Joseph Management For For
1.6 Elect Director Susan L. Main Management For For
1.7 Elect Director Guillermo Novo Management For For
1.8 Elect Director Jerome A. Peribere Management For For
1.9 Elect Director Janice J. Teal Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ASPEN TECHNOLOGY, INC.
MEETING DATE:  DEC 15, 2022
TICKER:  AZPN       SECURITY ID:  29109X106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick M. Antkowiak Management For For
1b Elect Director Robert E. Beauchamp Management For For
1c Elect Director Thomas F. Bogan Management For For
1d Elect Director Karen M. Golz Management For For
1e Elect Director Ram R. Krishnan Management For For
1f Elect Director Antonio J. Pietri Management For For
1g Elect Director Arlen R. Shenkman Management For For
1h Elect Director Jill D. Smith Management For For
1i Elect Director Robert M. Whelan, Jr. Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ASSURED GUARANTY LTD.
MEETING DATE:  MAY 03, 2023
TICKER:  AGO       SECURITY ID:  G0585R106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francisco L. Borges Management For For
1b Elect Director G. Lawrence Buhl Management For Against
1c Elect Director Dominic J. Frederico Management For For
1d Elect Director Bonnie L. Howard Management For Against
1e Elect Director Thomas W. Jones Management For Against
1f Elect Director Patrick W. Kenny Management For Against
1g Elect Director Alan J. Kreczko Management For For
1h Elect Director Simon W. Leathes Management For For
1i Elect Director Yukiko Omura Management For For
1j Elect Director Lorin P.T. Radtke Management For For
1k Elect Director Courtney C. Shea Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
6aa Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd. Management For For
6ab Elect Gary Burnet as Director of Assured Guaranty Re Ltd. Management For For
6ac Elect Ling Chow as Director of Assured Guaranty Re Ltd. Management For For
6ad Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd. Management For For
6ae Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd. Management For For
6af Elect Darrin Futter as Director of Assured Guaranty Re Ltd. Management For For
6ag Elect Jorge A. Gana as Director of Assured Guaranty Re Ltd. Management For For
6ah Elect Holly L. Horn as Director of Assured Guaranty Re Ltd. Management For For
6ai Elect Walter A. Scott as Director of Assured Guaranty Re Ltd. Management For For
6B Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd. Management For For
 
AVANTOR, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  AVTR       SECURITY ID:  05352A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Juan Andres Management For For
1b Elect Director John Carethers Management For For
1c Elect Director Lan Kang Management For For
1d Elect Director Joseph Massaro Management For For
1e Elect Director Mala Murthy Management For For
1f Elect Director Jonathan Peacock Management For For
1g Elect Director Michael Severino Management For For
1h Elect Director Christi Shaw Management For For
1i Elect Director Michael Stubblefield Management For For
1j Elect Director Gregory Summe Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AXALTA COATING SYSTEMS LTD.
MEETING DATE:  JUN 07, 2023
TICKER:  AXTA       SECURITY ID:  G0750C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jan A. Bertsch Management For For
1.2 Elect Director Steven M. Chapman Management For For
1.3 Elect Director William M. Cook Management For For
1.4 Elect Director Tyrone M. Jordan Management For For
1.5 Elect Director Deborah J. Kissire Management For For
1.6 Elect Director Robert M. McLaughlin Management For For
1.7 Elect Director Rakesh Sachdev Management For For
1.8 Elect Director Samuel L. Smolik Management For For
1.9 Elect Director Chris Villavarayan Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AXIS CAPITAL HOLDINGS LIMITED
MEETING DATE:  MAY 04, 2023
TICKER:  AXS       SECURITY ID:  G0692U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director W. Marston Becker Management For For
1.2 Elect Director Michael Millegan Management For For
1.3 Elect Director Thomas C. Ramey Management For For
1.4 Elect Director Lizabeth H. Zlatkus Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Approve Deloitte Ltd., Hamilton, Bermuda as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
BANK OF AMERICA CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  BAC       SECURITY ID:  060505104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sharon L. Allen Management For For
1b Elect Director Jose (Joe) E. Almeida Management For For
1c Elect Director Frank P. Bramble, Sr. Management For For
1d Elect Director Pierre J.P. de Weck Management For For
1e Elect Director Arnold W. Donald Management For For
1f Elect Director Linda P. Hudson Management For For
1g Elect Director Monica C. Lozano Management For For
1h Elect Director Brian T. Moynihan Management For For
1i Elect Director Lionel L. Nowell, III Management For For
1j Elect Director Denise L. Ramos Management For For
1k Elect Director Clayton S. Rose Management For For
1l Elect Director Michael D. White Management For For
1m Elect Director Thomas D. Woods Management For For
1n Elect Director Maria T. Zuber Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Require Independent Board Chair Shareholder Against Against
7 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
8 Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting Shareholder Against Against
9 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
10 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
11 Commission Third Party Racial Equity Audit Shareholder Against Against
 
BAXTER INTERNATIONAL INC.
MEETING DATE:  MAY 02, 2023
TICKER:  BAX       SECURITY ID:  071813109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jose (Joe) E. Almeida Management For For
1b Elect Director Michael F. Mahoney Management For For
1c Elect Director Patricia B. Morrison Management For For
1d Elect Director Stephen N. Oesterle Management For For
1e Elect Director Nancy M. Schlichting Management For For
1f Elect Director Brent Shafer Management For For
1g Elect Director Cathy R. Smith Management For For
1h Elect Director Amy A. Wendell Management For For
1i Elect Director David S. Wilkes Management For For
1j Elect Director Peter M. Wilver Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Adopt Share Retention Policy For Senior Executives Shareholder Against Against
 
BERKSHIRE HATHAWAY INC.
MEETING DATE:  MAY 06, 2023
TICKER:  BRK.B       SECURITY ID:  084670702
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Warren E. Buffett Management For For
1.2 Elect Director Charles T. Munger Management For For
1.3 Elect Director Gregory E. Abel Management For For
1.4 Elect Director Howard G. Buffett Management For For
1.5 Elect Director Susan A. Buffett Management For For
1.6 Elect Director Stephen B. Burke Management For For
1.7 Elect Director Kenneth I. Chenault Management For For
1.8 Elect Director Christopher C. Davis Management For For
1.9 Elect Director Susan L. Decker Management For For
1.10 Elect Director Charlotte Guyman Management For For
1.11 Elect Director Ajit Jain Management For For
1.12 Elect Director Thomas S. Murphy, Jr. Management For For
1.13 Elect Director Ronald L. Olson Management For For
1.14 Elect Director Wallace R. Weitz Management For For
1.15 Elect Director Meryl B. Witmer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Report on Physical and Transitional Climate-Related Risks and Opportunities Shareholder Against For
5 Report on Audit Committee's Oversight on Climate Risks and Disclosures Shareholder Against Against
6 Report If and How Company Will Measure, Disclose and Reduce GHG Emissions Shareholder Against For
7 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Shareholder Against For
8 Require Independent Board Chair Shareholder Against Against
9 Encourage Senior Management Commitment to Avoid Political Speech Shareholder Against Against
 
BERRY GLOBAL GROUP, INC.
MEETING DATE:  FEB 15, 2023
TICKER:  BERY       SECURITY ID:  08579W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Evan Bayh Management For For
1b Elect Director Jonathan F. Foster Management For For
1c Elect Director Idalene F. Kesner Management For For
1d Elect Director Jill A. Rahman Management For For
1e Elect Director Carl J. (Rick) Rickertsen Management For For
1f Elect Director Thomas E. Salmon Management For For
1g Elect Director Chaney M. Sheffield, Jr. Management For For
1h Elect Director Robert A. Steele Management For For
1i Elect Director Stephen E. Sterrett Management For For
1j Elect Director Scott B. Ullem Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BILL.COM HOLDINGS, INC.
MEETING DATE:  DEC 08, 2022
TICKER:  BILL       SECURITY ID:  090043100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven Cakebread Management For For
1.2 Elect Director David Hornik Management For For
1.3 Elect Director Brian Jacobs Management For For
1.4 Elect Director Allie Kline Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BIOGEN INC.
MEETING DATE:  JUN 26, 2023
TICKER:  BIIB       SECURITY ID:  09062X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alexander J. Denner - Withdrawn Management None None
1b Elect Director Caroline D. Dorsa Management For Against
1c Elect Director Maria C. Freire Management For Against
1d Elect Director William A. Hawkins Management For Against
1e Elect Director William D. Jones- Withdrawn Management None None
1f Elect Director Jesus B. Mantas Management For Against
1g Elect Director Richard C. Mulligan- Withdrawn Management None None
1h Elect Director Eric K. Rowinsky Management For Against
1i Elect Director Stephen A. Sherwin Management For Against
1j Elect Director Christopher A. Viehbacher Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Elect Director Susan K. Langer Management For Against
 
BIOMARIN PHARMACEUTICAL INC.
MEETING DATE:  MAY 23, 2023
TICKER:  BMRN       SECURITY ID:  09061G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark J. Alles Management For For
1.2 Elect Director Elizabeth McKee Anderson Management For For
1.3 Elect Director Jean-Jacques Bienaime Management For For
1.4 Elect Director Willard Dere Management For For
1.5 Elect Director Elaine J. Heron Management For For
1.6 Elect Director Maykin Ho Management For For
1.7 Elect Director Robert J. Hombach Management For For
1.8 Elect Director V. Bryan Lawlis Management For For
1.9 Elect Director Richard A. Meier Management For For
1.10 Elect Director David E.I. Pyott Management For For
1.11 Elect Director Dennis J. Slamon Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Amend Omnibus Stock Plan Management For For
 
BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  BJ       SECURITY ID:  05550J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Chris Baldwin Management For For
1.2 Elect Director Darryl Brown Management For For
1.3 Elect Director Bob Eddy Management For For
1.4 Elect Director Michelle Gloeckler Management For For
1.5 Elect Director Maile Naylor (nee Clark) Management For For
1.6 Elect Director Ken Parent Management For For
1.7 Elect Director Chris Peterson Management For For
1.8 Elect Director Rob Steele Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
BLACK HILLS CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  BKH       SECURITY ID:  092113109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott M. Prochazka Management For For
1.2 Elect Director Rebecca B. Roberts Management For For
1.3 Elect Director Teresa A. Taylor Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
BLOCK, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  SQ       SECURITY ID:  852234103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roelof Botha Management For For
1.2 Elect Director Amy Brooks Management For For
1.3 Elect Director Shawn Carter Management For For
1.4 Elect Director James McKelvey Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Shareholder Against For
 
BOOKING HOLDINGS INC.
MEETING DATE:  JUN 06, 2023
TICKER:  BKNG       SECURITY ID:  09857L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Glenn D. Fogel Management For For
1.2 Elect Director Mirian M. Graddick-Weir Management For For
1.3 Elect Director Wei Hopeman Management For For
1.4 Elect Director Robert J. Mylod, Jr. Management For For
1.5 Elect Director Charles H. Noski Management For For
1.6 Elect Director Larry Quinlan Management For For
1.7 Elect Director Nicholas J. Read Management For For
1.8 Elect Director Thomas E. Rothman Management For For
1.9 Elect Director Sumit Singh Management For For
1.10 Elect Director Lynn Vojvodich Radakovich Management For For
1.11 Elect Director Vanessa A. Wittman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
BOSTON SCIENTIFIC CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  BSX       SECURITY ID:  101137107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nelda J. Connors Management For For
1b Elect Director Charles J. Dockendorff Management For For
1c Elect Director Yoshiaki Fujimori Management For For
1d Elect Director Edward J. Ludwig Management For For
1e Elect Director Michael F. Mahoney Management For For
1f Elect Director David J. Roux Management For For
1g Elect Director John E. Sununu Management For For
1h Elect Director David S. Wichmann Management For For
1i Elect Director Ellen M. Zane Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
BOYD GAMING CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  BYD       SECURITY ID:  103304101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John R. Bailey Management For For
1.2 Elect Director William R. Boyd Management For For
1.3 Elect Director Marianne Boyd Johnson Management For For
1.4 Elect Director Keith E. Smith Management For For
1.5 Elect Director Christine J. Spadafor Management For For
1.6 Elect Director A. Randall Thoman Management For For
1.7 Elect Director Peter M. Thomas Management For For
1.8 Elect Director Paul W. Whetsell Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management Three Years One Year
 
BRIGHTHOUSE FINANCIAL, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  BHF       SECURITY ID:  10922N103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Philip V. (Phil) Bancroft Management For For
1b Elect Director Irene Chang Britt Management For For
1c Elect Director C. Edward (Chuck) Chaplin Management For For
1d Elect Director Stephen C. (Steve) Hooley Management For For
1e Elect Director Carol D. Juel Management For For
1f Elect Director Eileen A. Mallesch Management For For
1g Elect Director Diane E. Offereins Management For For
1h Elect Director Eric T. Steigerwalt Management For For
1i Elect Director Paul M. Wetzel Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Eliminate Supermajority Vote Requirement Management For For
5 Amend Certificate of Incorporation to Limit the Liability of Officers Management For For
 
BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE:  MAY 02, 2023
TICKER:  BMY       SECURITY ID:  110122108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Peter J. Arduini Management For For
1B Elect Director Deepak L. Bhatt Management For For
1C Elect Director Giovanni Caforio Management For For
1D Elect Director Julia A. Haller Management For For
1E Elect Director Manuel Hidalgo Medina Management For For
1F Elect Director Paula A. Price Management For For
1G Elect Director Derica W. Rice Management For For
1H Elect Director Theodore R. Samuels Management For For
1I Elect Director Gerald L. Storch Management For For
1J Elect Director Karen H. Vousden Management For For
1K Elect Director Phyllis R. Yale Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Commission a Civil Rights and Non-Discrimination Audit Shareholder Against Against
7 Amend Right to Call Special Meeting Shareholder Against Against
 
BRIXMOR PROPERTY GROUP INC.
MEETING DATE:  APR 26, 2023
TICKER:  BRX       SECURITY ID:  11120U105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James M. Taylor, Jr. Management For For
1.2 Elect Director Michael Berman Management For For
1.3 Elect Director Julie Bowerman Management For For
1.4 Elect Director Sheryl M. Crosland Management For For
1.5 Elect Director Thomas W. Dickson Management For For
1.6 Elect Director Daniel B. Hurwitz Management For For
1.7 Elect Director Sandra A. J. Lawrence Management For For
1.8 Elect Director William D. Rahm Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BROADCOM INC.
MEETING DATE:  APR 03, 2023
TICKER:  AVGO       SECURITY ID:  11135F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Diane M. Bryant Management For For
1b Elect Director Gayla J. Delly Management For For
1c Elect Director Raul J. Fernandez Management For For
1d Elect Director Eddy W. Hartenstein Management For For
1e Elect Director Check Kian Low Management For For
1f Elect Director Justine F. Page Management For For
1g Elect Director Henry Samueli Management For For
1h Elect Director Hock E. Tan Management For For
1i Elect Director Harry L. You Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
BROWN & BROWN, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  BRO       SECURITY ID:  115236101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Hyatt Brown Management For For
1.2 Elect Director J. Powell Brown Management For For
1.3 Elect Director Lawrence L. Gellerstedt, III Management For For
1.4 Elect Director James C. Hays Management For For
1.5 Elect Director Theodore J. Hoepner Management For For
1.6 Elect Director James S. Hunt Management For For
1.7 Elect Director Toni Jennings Management For For
1.8 Elect Director Timothy R.M. Main Management For For
1.9 Elect Director Jaymin B. Patel Management For For
1.10 Elect Director H. Palmer Proctor, Jr. Management For For
1.11 Elect Director Wendell S. Reilly Management For For
1.12 Elect Director Chilton D. Varner Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
BUILDERS FIRSTSOURCE, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  BLDR       SECURITY ID:  12008R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul S. Levy Management For Against
1.2 Elect Director Cory J. Boydston Management For For
1.3 Elect Director James O'Leary Management For Against
1.4 Elect Director Craig A. Steinke Management For Against
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets Shareholder Against For
 
BUNGE LIMITED
MEETING DATE:  MAY 11, 2023
TICKER:  BG       SECURITY ID:  G16962105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eliane Aleixo Lustosa de Andrade Management For For
1b Elect Director Sheila Bair Management For For
1c Elect Director Carol Browner Management For For
1d Elect Director David Fransen *Withdrawn* Management None None
1e Elect Director Gregory Heckman Management For For
1f Elect Director Bernardo Hees Management For For
1g Elect Director Michael Kobori Management For For
1h Elect Director Monica McGurk Management For For
1i Elect Director Kenneth Simril Management For For
1j Elect Director Henry "Jay" Winship Management For For
1k Elect Director Mark Zenuk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
BURLINGTON STORES, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  BURL       SECURITY ID:  122017106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ted English Management For For
1b Elect Director Jordan Hitch Management For For
1c Elect Director Mary Ann Tocio Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
C.H. ROBINSON WORLDWIDE, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  CHRW       SECURITY ID:  12541W209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Scott P. Anderson Management For For
1b Elect Director James J. Barber, Jr. Management For For
1c Elect Director Kermit R. Crawford Management For For
1d Elect Director Timothy C. Gokey Management For For
1e Elect Director Mark A. Goodburn Management For For
1f Elect Director Mary J. Steele Guilfoile Management For For
1g Elect Director Jodee A. Kozlak Management For For
1h Elect Director Henry J. Maier Management For For
1i Elect Director James B. Stake Management For For
1j Elect Director Paula C. Tolliver Management For For
1k Elect Director Henry W. 'Jay' Winship Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
CADENCE BANK
MEETING DATE:  APR 26, 2023
TICKER:  CADE       SECURITY ID:  12740C103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Deborah M. Cannon Management For For
1.2 Elect Director Warren A. Hood, Jr. Management For For
1.3 Elect Director Precious W. Owodunni Management For For
1.4 Elect Director Thomas R. Stanton Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify FORVIS, LLP as Auditors Management For For
 
CAMDEN PROPERTY TRUST
MEETING DATE:  MAY 12, 2023
TICKER:  CPT       SECURITY ID:  133131102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard J. Campo Management For For
1b Elect Director Javier E. Benito Management For For
1c Elect Director Heather J. Brunner Management For For
1d Elect Director Mark D. Gibson Management For For
1e Elect Director Scott S. Ingraham Management For For
1f Elect Director Renu Khator Management For For
1g Elect Director D. Keith Oden Management For For
1h Elect Director Frances Aldrich Sevilla-Sacasa Management For For
1i Elect Director Steven A. Webster Management For For
1j Elect Director Kelvin R. Westbrook Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CAMPBELL SOUP COMPANY
MEETING DATE:  NOV 30, 2022
TICKER:  CPB       SECURITY ID:  134429109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Fabiola R. Arredondo Management For For
1.2 Elect Director Howard M. Averill Management For For
1.3 Elect Director John P. (JP) Bilbrey Management For For
1.4 Elect Director Mark A. Clouse Management For For
1.5 Elect Director Bennett Dorrance, Jr. Management For For
1.6 Elect Director Maria Teresa (Tessa) Hilado Management For For
1.7 Elect Director Grant H. Hill Management For For
1.8 Elect Director Sarah Hofstetter Management For For
1.9 Elect Director Marc B. Lautenbach Management For For
1.10 Elect Director Mary Alice Dorrance Malone Management For For
1.11 Elect Director Keith R. McLoughlin Management For For
1.12 Elect Director Kurt T. Schmidt Management For For
1.13 Elect Director Archbold D. van Beuren Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For For
5 Report on Supply Chain Practices Shareholder Against Against
6 Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk Shareholder Against Against
 
CARDINAL HEALTH, INC.
MEETING DATE:  NOV 09, 2022
TICKER:  CAH       SECURITY ID:  14149Y108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven K. Barg Management For For
1b Elect Director Michelle M. Brennan Management For For
1c Elect Director Sujatha Chandrasekaran Management For For
1d Elect Director Carrie S. Cox Management For For
1e Elect Director Bruce L. Downey Management For For
1f Elect Director Sheri H. Edison Management For For
1g Elect Director David C. Evans Management For For
1h Elect Director Patricia A. Hemingway Hall Management For For
1i Elect Director Jason M. Hollar Management For For
1j Elect Director Akhil Johri Management For For
1k Elect Director Gregory B. Kenny Management For For
1l Elect Director Nancy Killefer Management For For
1m Elect Director Christine A. Mundkur Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CARLISLE COMPANIES INCORPORATED
MEETING DATE:  MAY 03, 2023
TICKER:  CSL       SECURITY ID:  142339100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert G. Bohn Management For For
1b Elect Director Gregg A. Ostrander Management For For
1c Elect Director Jesse G. Singh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
CATERPILLAR INC.
MEETING DATE:  JUN 14, 2023
TICKER:  CAT       SECURITY ID:  149123101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kelly A. Ayotte Management For For
1.2 Elect Director David L. Calhoun Management For For
1.3 Elect Director Daniel M. Dickinson Management For For
1.4 Elect Director James C. Fish, Jr. Management For For
1.5 Elect Director Gerald Johnson Management For For
1.6 Elect Director David W. MacLennan Management For For
1.7 Elect Director Judith F. Marks Management For For
1.8 Elect Director Debra L. Reed-Klages Management For For
1.9 Elect Director Susan C. Schwab Management For For
1.10 Elect Director D. James Umpleby, III Management For For
1.11 Elect Director Rayford Wilkins, Jr. Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Report on Climate Lobbying Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Report on Due Diligence Process of Doing Business in Conflict Affected Areas Shareholder Against Against
9 Report on Civil Rights and Non-Discrimination Audit Shareholder Against Against
 
CELANESE CORPORATION
MEETING DATE:  APR 20, 2023
TICKER:  CE       SECURITY ID:  150870103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean S. Blackwell Management For For
1b Elect Director William M. Brown Management For For
1c Elect Director Edward G. Galante Management For For
1d Elect Director Kathryn M. Hill Management For For
1e Elect Director David F. Hoffmeister Management For For
1f Elect Director Jay V. Ihlenfeld Management For For
1g Elect Director Deborah J. Kissire Management For For
1h Elect Director Michael Koenig Management For For
1i Elect Director Kim K.W. Rucker Management For For
1j Elect Director Lori J. Ryerkerk Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
 
CENTENE CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  CNC       SECURITY ID:  15135B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jessica L. Blume Management For For
1b Elect Director Kenneth A. Burdick Management For For
1c Elect Director Christopher J. Coughlin Management For For
1d Elect Director H. James Dallas Management For For
1e Elect Director Wayne S. DeVeydt Management For For
1f Elect Director Frederick H. Eppinger Management For For
1g Elect Director Monte E. Ford Management For For
1h Elect Director Sarah M. London Management For For
1i Elect Director Lori J. Robinson Management For For
1j Elect Director Theodore R. Samuels Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Report on Maternal Morbidity Reduction Metrics in Executive Compensation Shareholder Against Against
 
CHEMED CORPORATION
MEETING DATE:  MAY 15, 2023
TICKER:  CHE       SECURITY ID:  16359R103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin J. Mcnamara Management For For
1.2 Elect Director Ron Delyons Management For For
1.3 Elect Director Patrick P. Grace Management For For
1.4 Elect Director Christopher J. Heaney Management For Against
1.5 Elect Director Thomas C. Hutton Management For For
1.6 Elect Director Andrea R. Lindell Management For Against
1.7 Elect Director Eileen P. Mccarthy Management For For
1.8 Elect Director John M. Mount, Jr. Management For For
1.9 Elect Director Thomas P. Rice Management For For
1.10 Elect Director George J. Walsh Iii Management For Against
2 Ratify Pricewaterhousecoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
CHENIERE ENERGY, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  LNG       SECURITY ID:  16411R208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director G. Andrea Botta Management For For
1b Elect Director Jack A. Fusco Management For For
1c Elect Director Patricia K. Collawn Management For For
1d Elect Director Brian E. Edwards Management For For
1e Elect Director Denise Gray Management For For
1f Elect Director Lorraine Mitchelmore Management For For
1g Elect Director Donald F. Robillard, Jr. Management For For
1h Elect Director Matthew Runkle Management For For
1i Elect Director Neal A. Shear Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Report on Stranded Carbon Asset Risk Shareholder Against Against
 
CHESAPEAKE ENERGY CORPORATION
MEETING DATE:  JUN 08, 2023
TICKER:  CHK       SECURITY ID:  165167735
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Domenic J. ("Nick") Dell'Osso, Jr. Management For For
1b Elect Director Timothy S. Duncan Management For For
1c Elect Director Benjamin C. Duster, IV Management For For
1d Elect Director Sarah A. Emerson Management For For
1e Elect Director Matthew M. Gallagher Management For For
1f Elect Director Brian Steck Management For For
1g Elect Director Michael A. Wichterich Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CHEVRON CORPORATION
MEETING DATE:  MAY 31, 2023
TICKER:  CVX       SECURITY ID:  166764100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wanda M. Austin Management For For
1b Elect Director John B. Frank Management For For
1c Elect Director Alice P. Gast Management For For
1d Elect Director Enrique Hernandez, Jr. Management For For
1e Elect Director Marillyn A. Hewson Management For For
1f Elect Director Jon M. Huntsman, Jr. Management For For
1g Elect Director Charles W. Moorman Management For For
1h Elect Director Dambisa F. Moyo Management For For
1i Elect Director Debra Reed-Klages Management For For
1j Elect Director D. James Umpleby, III Management For For
1k Elect Director Cynthia J. Warner Management For For
1l Elect Director Michael K. (Mike) Wirth Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Rescind Scope 3 GHG Reduction Proposal Shareholder Against Against
6 Adopt Medium-Term Scope 3 GHG Reduction Target Shareholder Against Against
7 Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Shareholder Against Against
8 Establish Board Committee on Decarbonization Risk Shareholder Against Against
9 Report on Social Impact From Plant Closure or Energy Transition Shareholder Against Against
10 Oversee and Report a Racial Equity Audit Shareholder Against Against
11 Publish a Tax Transparency Report Shareholder Against Against
12 Require Independent Board Chair Shareholder Against Against
 
CHOICE HOTELS INTERNATIONAL, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  CHH       SECURITY ID:  169905106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian B. Bainum Management For For
1.2 Elect Director Stewart W. Bainum, Jr. Management For For
1.3 Elect Director William L. Jews Management For Against
1.4 Elect Director Monte J.M. Koch Management For For
1.5 Elect Director Liza K. Landsman Management For Against
1.6 Elect Director Patrick S. Pacious Management For For
1.7 Elect Director Ervin R. Shames Management For Against
1.8 Elect Director Gordon A. Smith Management For For
1.9 Elect Director Maureen D. Sullivan Management For Against
1.10 Elect Director John P. Tague Management For Against
1.11 Elect Director Donna F. Vieira Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Ratify Ernst & Young LLP as Auditors Management For For
 
CIENA CORPORATION
MEETING DATE:  MAR 30, 2023
TICKER:  CIEN       SECURITY ID:  171779309
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joanne B. Olsen Management For For
1b Elect Director Gary B. Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CISCO SYSTEMS, INC.
MEETING DATE:  DEC 08, 2022
TICKER:  CSCO       SECURITY ID:  17275R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director M. Michele Burns Management For For
1b Elect Director Wesley G. Bush Management For For
1c Elect Director Michael D. Capellas Management For For
1d Elect Director Mark Garrett Management For For
1e Elect Director John D. Harris, II Management For For
1f Elect Director Kristina M. Johnson Management For For
1g Elect Director Roderick C. McGeary Management For For
1h Elect Director Sarah Rae Murphy Management For For
1i Elect Director Charles H. Robbins Management For For
1j Elect Director Brenton L. Saunders Management For For
1k Elect Director Lisa T. Su Management For For
1l Elect Director Marianna Tessel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard Shareholder Against Against
 
CLEAN HARBORS, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  CLH       SECURITY ID:  184496107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward G. Galante Management For For
1.2 Elect Director Alison A. Quirk Management For For
1.3 Elect Director Shelley Stewart, Jr. Management For For
1.4 Elect Director John R. Welch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
CLOUDFLARE, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  NET       SECURITY ID:  18915M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott Sandell Management For Withhold
1.2 Elect Director Michelle Zatlyn Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
CMS ENERGY CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  CMS       SECURITY ID:  125896100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jon E. Barfield Management For For
1b Elect Director Deborah H. Butler Management For For
1c Elect Director Kurt L. Darrow Management For For
1d Elect Director William D. Harvey Management For For
1e Elect Director Garrick J. Rochow Management For For
1f Elect Director John G. Russell Management For For
1g Elect Director Suzanne F. Shank Management For For
1h Elect Director Myrna M. Soto Management For For
1i Elect Director John G. Sznewajs Management For For
1j Elect Director Ronald J. Tanski Management For For
1k Elect Director Laura H. Wright Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CNX RESOURCES CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  CNX       SECURITY ID:  12653C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert O. Agbede Management For For
1b Elect Director J. Palmer Clarkson Management For For
1c Elect Director Nicholas J. DeIuliis Management For For
1d Elect Director Maureen E. Lally-Green Management For For
1e Elect Director Bernard Lanigan, Jr. Management For For
1f Elect Director Ian McGuire Management For For
1g Elect Director William N. Thorndike, Jr. Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Climate Lobbying Shareholder Against Against
 
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE:  JUN 06, 2023
TICKER:  CTSH       SECURITY ID:  192446102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Vinita Bali Management For For
1c Elect Director Eric Branderiz Management For For
1d Elect Director Archana Deskus Management For For
1e Elect Director John M. Dineen Management For For
1f Elect Director Nella Domenici Management For For
1g Elect Director Ravi Kumar S Management For For
1h Elect Director Leo S. Mackay, Jr. Management For For
1i Elect Director Michael Patsalos-Fox Management For For
1j Elect Director Stephen J. Rohleder Management For For
1k Elect Director Abraham "Bram" Schot Management For For
1l Elect Director Joseph M. Velli Management For For
1m Elect Director Sandra S. Wijnberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Amend Bylaws Shareholder Against Against
8 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
COLGATE-PALMOLIVE COMPANY
MEETING DATE:  MAY 12, 2023
TICKER:  CL       SECURITY ID:  194162103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John P. Bilbrey Management For For
1b Elect Director John T. Cahill Management For For
1c Elect Director Steve Cahillane Management For For
1d Elect Director Lisa M. Edwards Management For For
1e Elect Director C. Martin Harris Management For For
1f Elect Director Martina Hund-Mejean Management For For
1g Elect Director Kimberly A. Nelson Management For For
1h Elect Director Lorrie M. Norrington Management For For
1i Elect Director Michael B. Polk Management For For
1j Elect Director Stephen I. Sadove Management For For
1k Elect Director Noel R. Wallace Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
6 Adopt Share Retention Policy For Senior Executives Shareholder Against Against
 
COMCAST CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  CMCSA       SECURITY ID:  20030N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth J. Bacon Management For For
1.2 Elect Director Thomas J. Baltimore, Jr. Management For For
1.3 Elect Director Madeline S. Bell Management For For
1.4 Elect Director Edward D. Breen Management For For
1.5 Elect Director Gerald L. Hassell Management For For
1.6 Elect Director Jeffrey A. Honickman Management For For
1.7 Elect Director Maritza G. Montiel Management For For
1.8 Elect Director Asuka Nakahara Management For For
1.9 Elect Director David C. Novak Management For For
1.10 Elect Director Brian L. Roberts Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Advisory Vote on Say on Pay Frequency Management One Year One Year
7 Oversee and Report on a Racial Equity Audit Shareholder Against Against
8 Report on Climate Risk in Retirement Plan Options Shareholder Against Against
9 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against Against
10 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
11 Report on Risks Related to Operations in China Shareholder Against Against
 
COMMERCE BANCSHARES, INC.
MEETING DATE:  APR 19, 2023
TICKER:  CBSH       SECURITY ID:  200525103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Blackford F. Brauer Management For For
1.2 Elect Director W. Kyle Chapman Management For For
1.3 Elect Director Karen L. Daniel Management For For
1.4 Elect Director David W. Kemper Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Increase Authorized Common Stock Management For For
6 Amend Omnibus Stock Plan Management For For
 
CONSOLIDATED EDISON, INC.
MEETING DATE:  MAY 15, 2023
TICKER:  ED       SECURITY ID:  209115104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy P. Cawley Management For For
1.2 Elect Director Ellen V. Futter Management For For
1.3 Elect Director John F. Killian Management For For
1.4 Elect Director Karol V. Mason Management For For
1.5 Elect Director Dwight A. McBride Management For For
1.6 Elect Director William J. Mulrow Management For For
1.7 Elect Director Armando J. Olivera Management For For
1.8 Elect Director Michael W. Ranger Management For For
1.9 Elect Director Linda S. Sanford Management For For
1.10 Elect Director Deirdre Stanley Management For For
1.11 Elect Director L. Frederick Sutherland Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
COSTCO WHOLESALE CORPORATION
MEETING DATE:  JAN 19, 2023
TICKER:  COST       SECURITY ID:  22160K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan L. Decker Management For For
1b Elect Director Kenneth D. Denman Management For For
1c Elect Director Richard A. Galanti Management For For
1d Elect Director Hamilton E. James Management For For
1e Elect Director W. Craig Jelinek Management For For
1f Elect Director Sally Jewell Management For For
1g Elect Director Charles T. Munger Management For For
1h Elect Director Jeffrey S. Raikes Management For For
1i Elect Director John W. Stanton Management For For
1j Elect Director Ron M. Vachris Management For For
1k Elect Director Mary Agnes (Maggie) Wilderotter Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Risk Due to Restrictions on Reproductive Rights Shareholder Against Against
 
CROWDSTRIKE HOLDINGS, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  CRWD       SECURITY ID:  22788C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Johanna Flower Management For For
1.2 Elect Director Denis J. O'Leary Management For For
1.3 Elect Director Godfrey R. Sullivan Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CROWN HOLDINGS, INC.
MEETING DATE:  APR 27, 2023
TICKER:  CCK       SECURITY ID:  228368106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy J. Donahue Management For For
1.2 Elect Director Richard H. Fearon Management For For
1.3 Elect Director Andrea J. Funk Management For For
1.4 Elect Director Stephen J. Hagge Management For For
1.5 Elect Director Jesse A. Lynn Management For For
1.6 Elect Director James H. Miller Management For For
1.7 Elect Director Josef M. Miller Management For For
1.8 Elect Director B. Craig Owens Management For For
1.9 Elect Director Angela M. Snyder Management For For
1.10 Elect Director Caesar F. Sweizer Management For For
1.11 Elect Director Andrew J. Teno Management For For
1.12 Elect Director Marsha C. Williams Management For For
1.13 Elect Director Dwayne A. Wilson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
CUBESMART
MEETING DATE:  MAY 16, 2023
TICKER:  CUBE       SECURITY ID:  229663109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Piero Bussani Management For For
1.2 Elect Director Jit Kee Chin Management For For
1.3 Elect Director Dorothy Dowling Management For For
1.4 Elect Director John W. Fain Management For For
1.5 Elect Director Jair K. Lynch Management For For
1.6 Elect Director Christopher P. Marr Management For For
1.7 Elect Director Deborah Rather Salzberg Management For For
1.8 Elect Director John F. Remondi Management For For
1.9 Elect Director Jeffrey F. Rogatz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CULLEN/FROST BANKERS, INC.
MEETING DATE:  APR 26, 2023
TICKER:  CFR       SECURITY ID:  229899109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carlos Alvarez Management For For
1.2 Elect Director Chris M. Avery Management For For
1.3 Elect Director Anthony R. 'Tony' Chase Management For For
1.4 Elect Director Cynthia J. Comparin Management For For
1.5 Elect Director Samuel G. Dawson Management For For
1.6 Elect Director Crawford H. Edwards Management For For
1.7 Elect Director Patrick B. Frost Management For For
1.8 Elect Director Phillip D. Green Management For For
1.9 Elect Director David J. Haemisegger Management For For
1.10 Elect Director Charles W. Matthews Management For For
1.11 Elect Director Joseph A. Pierce Management For For
1.12 Elect Director Linda B. Rutherford Management For For
1.13 Elect Director Jack Willome Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
CUMMINS INC.
MEETING DATE:  MAY 09, 2023
TICKER:  CMI       SECURITY ID:  231021106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director N. Thomas Linebarger Management For For
2 Elect Director Jennifer W. Rumsey Management For For
3 Elect Director Gary L. Belske Management For For
4 Elect Director Robert J. Bernhard Management For For
5 Elect Director Bruno V. Di Leo Allen Management For For
6 Elect Director Stephen B. Dobbs Management For For
7 Elect Director Carla A. Harris Management For For
8 Elect Director Thomas J. Lynch Management For For
9 Elect Director William I. Miller Management For For
10 Elect Director Georgia R. Nelson Management For For
11 Elect Director Kimberly A. Nelson Management For For
12 Elect Director Karen H. Quintos Management For For
13 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
14 Advisory Vote on Say on Pay Frequency Management One Year One Year
15 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
16 Amend Nonqualified Employee Stock Purchase Plan Management For For
17 Require Independent Board Chairman Shareholder Against Against
18 Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals Shareholder Against Against
 
CURTISS-WRIGHT CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  CW       SECURITY ID:  231561101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lynn M. Bamford Management For For
1.2 Elect Director Dean M. Flatt Management For For
1.3 Elect Director S. Marce Fuller Management For For
1.4 Elect Director Bruce D. Hoechner Management For For
1.5 Elect Director Glenda J. Minor Management For For
1.6 Elect Director Anthony J. Moraco Management For For
1.7 Elect Director William F. Moran Management For For
1.8 Elect Director Robert J. Rivet Management For For
1.9 Elect Director Peter C. Wallace Management For For
1.10 Elect Director Larry D. Wyche Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Executive Incentive Bonus Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CVS HEALTH CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  CVS       SECURITY ID:  126650100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fernando Aguirre Management For For
1b Elect Director Jeffrey R. Balser Management For For
1c Elect Director C. David Brown, II Management For For
1d Elect Director Alecia A. DeCoudreaux Management For For
1e Elect Director Nancy-Ann M. DeParle Management For For
1f Elect Director Roger N. Farah Management For For
1g Elect Director Anne M. Finucane Management For For
1h Elect Director Edward J. Ludwig Management For For
1i Elect Director Karen S. Lynch Management For For
1j Elect Director Jean-Pierre Millon Management For For
1k Elect Director Mary L. Schapiro Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Adopt a Paid Sick Leave Policy Shareholder Against Against
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
8 Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights Shareholder Against For
9 Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company Shareholder Against Against
 
DANAHER CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  DHR       SECURITY ID:  235851102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rainer M. Blair Management For For
1b Elect Director Feroz Dewan Management For For
1c Elect Director Linda Filler Management For For
1d Elect Director Teri List Management For For
1e Elect Director Walter G. Lohr, Jr. Management For For
1f Elect Director Jessica L. Mega Management For For
1g Elect Director Mitchell P. Rales Management For For
1h Elect Director Steven M. Rales Management For For
1i Elect Director Pardis C. Sabeti Management For For
1j Elect Director A. Shane Sanders Management For For
1k Elect Director John T. Schwieters Management For For
1l Elect Director Alan G. Spoon Management For For
1m Elect Director Raymond C. Stevens Management For For
1n Elect Director Elias A. Zerhouni Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
6 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Shareholder Against Against
 
DATADOG, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  DDOG       SECURITY ID:  23804L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Olivier Pomel Management For For
1b Elect Director Dev Ittycheria Management For For
1c Elect Director Shardul Shah Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
DEERE & COMPANY
MEETING DATE:  FEB 22, 2023
TICKER:  DE       SECURITY ID:  244199105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leanne G. Caret Management For For
1b Elect Director Tamra A. Erwin Management For For
1c Elect Director Alan C. Heuberger Management For For
1d Elect Director Charles O. Holliday, Jr. Management For For
1e Elect Director Michael O. Johanns Management For For
1f Elect Director Clayton M. Jones Management For For
1g Elect Director John C. May Management For For
1h Elect Director Gregory R. Page Management For For
1i Elect Director Sherry M. Smith Management For For
1j Elect Director Dmitri L. Stockton Management For For
1k Elect Director Sheila G. Talton Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
DELL TECHNOLOGIES INC.
MEETING DATE:  JUN 20, 2023
TICKER:  DELL       SECURITY ID:  24703L202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael S. Dell Management For For
1.2 Elect Director David W. Dorman Management For For
1.3 Elect Director Egon Durban Management For Withhold
1.4 Elect Director David Grain Management For For
1.5 Elect Director William D. Green Management For For
1.6 Elect Director Simon Patterson Management For For
1.7 Elect Director Lynn Vojvodich Radakovich Management For For
1.8 Elect Director Ellen J. Kullman Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For Against
 
DEVON ENERGY CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  DVN       SECURITY ID:  25179M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barbara M. Baumann Management For For
1.2 Elect Director John E. Bethancourt Management For For
1.3 Elect Director Ann G. Fox Management For For
1.4 Elect Director Gennifer F. Kelly Management For For
1.5 Elect Director Kelt Kindick Management For For
1.6 Elect Director John Krenicki, Jr. Management For For
1.7 Elect Director Karl F. Kurz Management For For
1.8 Elect Director Michael N. Mears Management For For
1.9 Elect Director Robert A. Mosbacher, Jr. Management For For
1.10 Elect Director Richard E. Muncrief Management For For
1.11 Elect Director Valerie M. Williams Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
6 Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers Management For For
7 Amend Right to Call Special Meeting Shareholder Against Against
 
DEXCOM, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  DXCM       SECURITY ID:  252131107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven R. Altman Management For For
1.2 Elect Director Richard A. Collins Management For For
1.3 Elect Director Karen Dahut Management For For
1.4 Elect Director Mark G. Foletta Management For For
1.5 Elect Director Barbara E. Kahn Management For For
1.6 Elect Director Kyle Malady Management For For
1.7 Elect Director Eric J. Topol Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Median Gender/Racial Pay Gap Shareholder Against Against
 
DIAMONDBACK ENERGY, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  FANG       SECURITY ID:  25278X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Travis D. Stice Management For For
1.2 Elect Director Vincent K. Brooks Management For For
1.3 Elect Director David L. Houston Management For For
1.4 Elect Director Rebecca A. Klein Management For For
1.5 Elect Director Stephanie K. Mains Management For For
1.6 Elect Director Mark L. Plaumann Management For For
1.7 Elect Director Melanie M. Trent Management For For
1.8 Elect Director Frank D. Tsuru Management For For
1.9 Elect Director Steven E. West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors Management For For
4 Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold Management For For
5 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
6 Ratify Grant Thornton LLP as Auditors Management For For
 
DICK'S SPORTING GOODS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  DKS       SECURITY ID:  253393102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark J. Barrenechea Management For For
1b Elect Director Emanuel Chirico Management For For
1c Elect Director William J. Colombo Management For For
1d Elect Director Anne Fink Management For For
1e Elect Director Larry Fitzgerald, Jr. Management For For
1f Elect Director Lauren R. Hobart Management For For
1g Elect Director Sandeep Mathrani Management For For
1h Elect Director Desiree Ralls-Morrison Management For For
1i Elect Director Lawrence J. Schorr Management For For
1j Elect Director Edward W. Stack Management For For
1k Elect Director Larry D. Stone Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
DISH NETWORK CORPORATION
MEETING DATE:  APR 28, 2023
TICKER:  DISH       SECURITY ID:  25470M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathleen Q. Abernathy Management For Withhold
1.2 Elect Director George R. Brokaw Management For Withhold
1.3 Elect Director Stephen J. Bye Management For For
1.4 Elect Director W. Erik Carlson Management For For
1.5 Elect Director James DeFranco Management For For
1.6 Elect Director Cantey M. Ergen Management For For
1.7 Elect Director Charles W. Ergen Management For For
1.8 Elect Director Tom A. Ortolf Management For Withhold
1.9 Elect Director Joseph T. Proietti Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
5 Advisory Vote on Say on Pay Frequency Management Three Years One Year
 
DOCUSIGN, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  DOCU       SECURITY ID:  256163106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James Beer Management For For
1.2 Elect Director Cain A. Hayes Management For For
1.3 Elect Director Allan Thygesen Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DOLBY LABORATORIES, INC.
MEETING DATE:  FEB 07, 2023
TICKER:  DLB       SECURITY ID:  25659T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin Yeaman Management For For
1.2 Elect Director Peter Gotcher Management For For
1.3 Elect Director Micheline Chau Management For For
1.4 Elect Director David Dolby Management For For
1.5 Elect Director Tony Prophet Management For For
1.6 Elect Director Emily Rollins Management For For
1.7 Elect Director Simon Segars Management For For
1.8 Elect Director Anjali Sud Management For For
1.9 Elect Director Avadis Tevanian, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
DOLLAR TREE, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  DLTR       SECURITY ID:  256746108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard W. Dreiling Management For For
1b Elect Director Cheryl W. Grise Management For For
1c Elect Director Daniel J. Heinrich Management For For
1d Elect Director Paul C. Hilal Management For For
1e Elect Director Edward J. Kelly, III Management For For
1f Elect Director Mary A. Laschinger Management For For
1g Elect Director Jeffrey G. Naylor Management For For
1h Elect Director Winnie Y. Park Management For For
1i Elect Director Bertram L. Scott Management For For
1j Elect Director Stephanie P. Stahl Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders Shareholder Against Against
 
DOORDASH, INC.
MEETING DATE:  JUN 20, 2023
TICKER:  DASH       SECURITY ID:  25809K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Shona L. Brown Management For For
1b Elect Director Alfred Lin Management For For
1c Elect Director Stanley Tang Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DOVER CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  DOV       SECURITY ID:  260003108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Deborah L. DeHaas Management For For
1b Elect Director H. John Gilbertson, Jr. Management For For
1c Elect Director Kristiane C. Graham Management For For
1d Elect Director Michael F. Johnston Management For For
1e Elect Director Michael Manley Management For For
1f Elect Director Eric A. Spiegel Management For For
1g Elect Director Richard J. Tobin Management For For
1h Elect Director Stephen M. Todd Management For For
1i Elect Director Keith E. Wandell Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
DROPBOX, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  DBX       SECURITY ID:  26210C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew W. Houston Management For For
1.2 Elect Director Donald W. Blair Management For For
1.3 Elect Director Lisa Campbell Management For For
1.4 Elect Director Paul E. Jacobs Management For For
1.5 Elect Director Sara Mathew Management For For
1.6 Elect Director Abhay Parasnis Management For For
1.7 Elect Director Karen Peacock Management For For
1.8 Elect Director Michael Seibel Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DTE ENERGY COMPANY
MEETING DATE:  MAY 04, 2023
TICKER:  DTE       SECURITY ID:  233331107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David A. Brandon Management For For
1.2 Elect Director Charles G. McClure, Jr. Management For For
1.3 Elect Director Gail J. McGovern Management For For
1.4 Elect Director Mark A. Murray Management For For
1.5 Elect Director Gerardo Norcia Management For For
1.6 Elect Director Robert C. Skaggs, Jr. Management For For
1.7 Elect Director David A. Thomas Management For For
1.8 Elect Director Gary H. Torgow Management For For
1.9 Elect Director James H. Vandenberghe Management For For
1.10 Elect Director Valerie M. Williams Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Right to Call Special Meeting Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
 
EAST WEST BANCORP, INC.
MEETING DATE:  MAY 23, 2023
TICKER:  EWBC       SECURITY ID:  27579R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Manuel P. Alvarez Management For For
1.2 Elect Director Molly Campbell Management For For
1.3 Elect Director Archana Deskus Management For For
1.4 Elect Director Serge Dumont Management For For
1.5 Elect Director Rudolph I. Estrada Management For For
1.6 Elect Director Paul H. Irving Management For For
1.7 Elect Director Sabrina Kay Management For For
1.8 Elect Director Jack C. Liu Management For For
1.9 Elect Director Dominic Ng Management For For
1.10 Elect Director Lester M. Sussman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
EASTGROUP PROPERTIES, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  EGP       SECURITY ID:  277276101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director D. Pike Aloian Management For For
1b Elect Director H. Eric Bolton, Jr. Management For For
1c Elect Director Donald F. Colleran Management For For
1d Elect Director David M. Fields Management For For
1e Elect Director Marshall A. Loeb Management For For
1f Elect Director Mary E. McCormick Management For For
1g Elect Director Katherine M. Sandstrom Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
EASTMAN CHEMICAL COMPANY
MEETING DATE:  MAY 04, 2023
TICKER:  EMN       SECURITY ID:  277432100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Humberto P. Alfonso Management For For
1.2 Elect Director Brett D. Begemann Management For For
1.3 Elect Director Eric L. Butler Management For For
1.4 Elect Director Mark J. Costa Management For For
1.5 Elect Director Edward L. Doheny, II Management For For
1.6 Elect Director Linnie M. Haynesworth Management For For
1.7 Elect Director Julie F. Holder Management For For
1.8 Elect Director Renee J. Hornbaker Management For For
1.9 Elect Director Kim Ann Mink Management For For
1.10 Elect Director James J. O'Brien Management For For
1.11 Elect Director David W. Raisbeck Management For For
1.12 Elect Director Charles K. Stevens, III Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
 
ELEMENT SOLUTIONS INC
MEETING DATE:  JUN 06, 2023
TICKER:  ESI       SECURITY ID:  28618M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Martin E. Franklin Management For For
1b Elect Director Benjamin Gliklich Management For For
1c Elect Director Ian G.H. Ashken Management For For
1d Elect Director Elyse Napoli Filon Management For For
1e Elect Director Christopher T. Fraser Management For For
1f Elect Director Michael F. Goss Management For For
1g Elect Director Nichelle Maynard-Elliott Management For For
1h Elect Director E. Stanley O'Neal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Qualified Employee Stock Purchase Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ELI LILLY AND COMPANY
MEETING DATE:  MAY 01, 2023
TICKER:  LLY       SECURITY ID:  532457108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William G. Kaelin, Jr. Management For For
1b Elect Director David A. Ricks Management For For
1c Elect Director Marschall S. Runge Management For For
1d Elect Director Karen Walker Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Declassify the Board of Directors Management For For
6 Eliminate Supermajority Vote Requirement Management For For
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Adopt Simple Majority Vote Shareholder Against For
9 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
10 Report on Risks of Supporting Abortion Shareholder Against Against
11 Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements Shareholder Against Against
12 Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics Shareholder Against For
13 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities Shareholder Against Against
 
ENCOMPASS HEALTH CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  EHC       SECURITY ID:  29261A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Greg D. Carmichael Management For For
1b Elect Director John W. Chidsey Management For For
1c Elect Director Donald L. Correll Management For For
1d Elect Director Joan E. Herman Management For For
1e Elect Director Leslye G. Katz Management For For
1f Elect Director Patricia A. Maryland Management For For
1g Elect Director Kevin J. O'Connor Management For For
1h Elect Director Christopher R. Reidy Management For For
1i Elect Director Nancy M. Schlichting Management For For
1j Elect Director Mark J. Tarr Management For For
1k Elect Director Terrance Williams Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ENPHASE ENERGY, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  ENPH       SECURITY ID:  29355A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jamie Haenggi Management For For
1.2 Elect Director Benjamin Kortlang Management For For
1.3 Elect Director Richard Mora Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ENTEGRIS, INC.
MEETING DATE:  APR 26, 2023
TICKER:  ENTG       SECURITY ID:  29362U104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James R. Anderson Management For For
1b Elect Director Rodney Clark Management For For
1c Elect Director James F. Gentilcore Management For For
1d Elect Director Yvette Kanouff Management For For
1e Elect Director James P. Lederer Management For For
1f Elect Director Bertrand Loy Management For For
1g Elect Director Azita Saleki-Gerhardt Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
ENVISTA HOLDINGS CORPORATION
MEETING DATE:  MAY 23, 2023
TICKER:  NVST       SECURITY ID:  29415F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kieran T. Gallahue Management For For
1.2 Elect Director Barbara Hulit Management For For
1.3 Elect Director Amir Aghdaei Management For For
1.4 Elect Director Vivek Jain Management For For
1.5 Elect Director Daniel Raskas Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
EQUITABLE HOLDINGS, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  EQH       SECURITY ID:  29452E101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francis A. Hondal Management For For
1b Elect Director Arlene Isaacs-Lowe Management For For
1c Elect Director Daniel G. Kaye Management For For
1d Elect Director Joan Lamm-Tennant Management For For
1e Elect Director Craig MacKay Management For For
1f Elect Director Mark Pearson Management For For
1g Elect Director Bertram L. Scott Management For For
1h Elect Director George Stansfield Management For For
1i Elect Director Charles G.T. Stonehill Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE:  APR 25, 2023
TICKER:  ELS       SECURITY ID:  29472R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Berkenfield Management For For
1.2 Elect Director Derrick Burks Management For For
1.3 Elect Director Philip Calian Management For For
1.4 Elect Director David Contis Management For For
1.5 Elect Director Constance Freedman Management For For
1.6 Elect Director Thomas Heneghan Management For For
1.7 Elect Director Marguerite Nader Management For For
1.8 Elect Director Scott Peppet Management For For
1.9 Elect Director Sheli Rosenberg Management For For
1.10 Elect Director Samuel Zell Management For For
2 Ratify Ernst & Young, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ESSENTIAL UTILITIES, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  WTRG       SECURITY ID:  29670G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth B. Amato Management For For
1.2 Elect Director David A. Ciesinski Management For For
1.3 Elect Director Christopher H. Franklin Management For For
1.4 Elect Director Daniel J. Hilferty Management For For
1.5 Elect Director Edwina Kelly Management For For
1.6 Elect Director W. Bryan Lewis Management For For
1.7 Elect Director Ellen T. Ruff Management For For
1.8 Elect Director Lee C. Stewart Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ETSY, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  ETSY       SECURITY ID:  29786A106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director M. Michele Burns Management For For
1b Elect Director Josh Silverman Management For For
1c Elect Director Fred Wilson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Commission Independent Review of Effectiveness of Efforts to Prevent Harassment and Discrimination Shareholder Against Against
 
EVERCORE INC.
MEETING DATE:  JUN 15, 2023
TICKER:  EVR       SECURITY ID:  29977A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Roger C. Altman Management For For
1b Elect Director Richard I. Beattie Management For For
1c Elect Director Pamela G. Carlton Management For For
1d Elect Director Ellen V. Futter Management For For
1e Elect Director Gail B. Harris Management For For
1f Elect Director Robert B. Millard Management For For
1g Elect Director Willard J. Overlock, Jr. Management For For
1h Elect Director Simon M. Robertson Management For For
1i Elect Director John S. Weinberg Management For For
1j Elect Director William J. Wheeler Management For For
1k Elect Director Sarah K. Williamson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
EXELON CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  EXC       SECURITY ID:  30161N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anthony Anderson Management For For
1b Elect Director W. Paul Bowers Management For For
1c Elect Director Calvin G. Butler, Jr. Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director Linda Jojo Management For For
1f Elect Director Charisse Lillie Management For For
1g Elect Director Matthew Rogers Management For For
1h Elect Director John Young Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
EXXON MOBIL CORPORATION
MEETING DATE:  MAY 31, 2023
TICKER:  XOM       SECURITY ID:  30231G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Angelakis Management For For
1.2 Elect Director Susan K. Avery Management For For
1.3 Elect Director Angela F. Braly Management For For
1.4 Elect Director Gregory J. Goff Management For For
1.5 Elect Director John D. Harris, II Management For For
1.6 Elect Director Kaisa H. Hietala Management For For
1.7 Elect Director Joseph L. Hooley Management For For
1.8 Elect Director Steven A. Kandarian Management For For
1.9 Elect Director Alexander A. Karsner Management For For
1.10 Elect Director Lawrence W. Kellner Management For For
1.11 Elect Director Jeffrey W. Ubben Management For For
1.12 Elect Director Darren W. Woods Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Establish Board Committee on Decarbonization Risk Shareholder Against Against
6 Reduce Executive Stock Holding Period Shareholder Against Against
7 Report on Carbon Capture and Storage Shareholder Against Against
8 Report on Methane Emission Disclosure Reliability Shareholder Against Against
9 Adopt Medium-Term Scope 3 GHG Reduction Target Shareholder Against Against
10 Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana Shareholder Against Against
11 Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Shareholder Against Against
12 Report on Asset Retirement Obligations Under IEA NZE Scenario Shareholder Against Against
13 Commission Audited Report on Reduced Plastics Demand Shareholder Against Against
14 Report on Potential Costs of Environmental Litigation Shareholder Against Against
15 Publish a Tax Transparency Report Shareholder Against Against
16 Report on Social Impact From Plant Closure or Energy Transition Shareholder Against Against
17 Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* Shareholder None None
 
F.N.B. CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  FNB       SECURITY ID:  302520101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela A. Bena Management For For
1.2 Elect Director William B. Campbell Management For For
1.3 Elect Director James D. Chiafullo Management For For
1.4 Elect Director Vincent J. Delie, Jr. Management For For
1.5 Elect Director Mary Jo Dively Management For For
1.6 Elect Director David J. Malone Management For For
1.7 Elect Director Frank C. Mencini Management For For
1.8 Elect Director David L. Motley Management For For
1.9 Elect Director Heidi A. Nicholas Management For For
1.10 Elect Director John S. Stanik Management For For
1.11 Elect Director William J. Strimbu Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
FACTSET RESEARCH SYSTEMS INC.
MEETING DATE:  DEC 15, 2022
TICKER:  FDS       SECURITY ID:  303075105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James J. McGonigle Management For For
1b Elect Director F. Philip Snow Management For For
1c Elect Director Maria Teresa Tejada Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Declassify the Board of Directors Management For For
5 Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions Management For For
6 Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes Management For For
7 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
8 Amend Certificate of Incorporation to Remove Creditor Compromise Provision Management For For
9 Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation Management For For
 
FAIR ISAAC CORPORATION
MEETING DATE:  MAR 01, 2023
TICKER:  FICO       SECURITY ID:  303250104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Braden R. Kelly Management For For
1b Elect Director Fabiola R. Arredondo Management For For
1c Elect Director James D. Kirsner Management For For
1d Elect Director William J. Lansing Management For For
1e Elect Director Eva Manolis Management For For
1f Elect Director Marc F. McMorris Management For For
1g Elect Director Joanna Rees Management For For
1h Elect Director David A. Rey Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
FEDERAL REALTY INVESTMENT TRUST
MEETING DATE:  MAY 03, 2023
TICKER:  FRT       SECURITY ID:  313745101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David W. Faeder Management For For
1.2 Elect Director Elizabeth I. Holland Management For For
1.3 Elect Director Nicole Y. Lamb-Hale Management For For
1.4 Elect Director Thomas A. McEachin Management For For
1.5 Elect Director Anthony P. Nader, III Management For For
1.6 Elect Director Gail P. Steinel Management For For
1.7 Elect Director Donald C. Wood Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Increase Authorized Common Stock Management For For
5 Ratify Grant Thornton, LLP as Auditors Management For For
 
FIDELITY NATIONAL FINANCIAL, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  FNF       SECURITY ID:  31620R303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William P. Foley, II Management For For
1.2 Elect Director Douglas K. Ammerman Management For For
1.3 Elect Director Thomas M. Hagerty Management For For
1.4 Elect Director Peter O. Shea, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  FAF       SECURITY ID:  31847R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth D. DeGiorgio Management For For
1.2 Elect Director James L. Doti Management For For
1.3 Elect Director Michael D. McKee Management For For
1.4 Elect Director Marsha A. Spence Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FIRST CITIZENS BANCSHARES, INC.
MEETING DATE:  APR 25, 2023
TICKER:  FCNCA       SECURITY ID:  31946M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ellen R. Alemany Management For For
1.2 Elect Director John M. Alexander, Jr. Management For For
1.3 Elect Director Victor E. Bell, III Management For For
1.4 Elect Director Peter M. Bristow Management For For
1.5 Elect Director Hope H. Bryant Management For For
1.6 Elect Director Michael A. Carpenter Management For For
1.7 Elect Director H. Lee Durham, Jr. Management For For
1.8 Elect Director Eugene Flood, Jr. Management For For
1.9 Elect Director Frank B. Holding, Jr. Management For For
1.10 Elect Director Robert R. Hoppe Management For For
1.11 Elect Director Floyd L. Keels Management For For
1.12 Elect Director Robert E. Mason, IV Management For For
1.13 Elect Director Robert T. Newcomb Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Increase Authorized Common Stock Management For For
5 Increase Authorized Preferred Stock Management For Against
6 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
7 Ratify KPMG LLP as Auditors Management For For
 
FIRST HORIZON CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  FHN       SECURITY ID:  320517105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Harry V. Barton, Jr. Management For For
1.2 Elect Director John N. Casbon Management For For
1.3 Elect Director John C. Compton Management For For
1.4 Elect Director Wendy P. Davidson Management For For
1.5 Elect Director William H. Fenstermaker Management For For
1.6 Elect Director D. Bryan Jordan Management For For
1.7 Elect Director J. Michael Kemp, Sr. Management For For
1.8 Elect Director Rick E. Maples Management For For
1.9 Elect Director Vicki R. Palmer Management For For
1.10 Elect Director Colin V. Reed Management For For
1.11 Elect Director E. Stewart Shea, III Management For For
1.12 Elect Director Cecelia D. Stewart Management For For
1.13 Elect Director Rosa Sugranes Management For For
1.14 Elect Director R. Eugene Taylor Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FIRST INDUSTRIAL REALTY TRUST, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  FR       SECURITY ID:  32054K103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter E. Baccile Management For For
1.2 Elect Director Teresa Bryce Bazemore Management For For
1.3 Elect Director Matthew S. Dominski Management For For
1.4 Elect Director H. Patrick Hackett, Jr. Management For For
1.5 Elect Director Denise A. Olsen Management For For
1.6 Elect Director John E. Rau Management For For
1.7 Elect Director Marcus L. Smith Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FIRST SOLAR, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  FSLR       SECURITY ID:  336433107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Ahearn Management For For
1.2 Elect Director Richard D. Chapman Management For For
1.3 Elect Director Anita Marangoly George Management For For
1.4 Elect Director George A. ("Chip") Hambro Management For For
1.5 Elect Director Molly E. Joseph Management For For
1.6 Elect Director Craig Kennedy Management For For
1.7 Elect Director Lisa A. Kro Management For For
1.8 Elect Director William J. Post Management For For
1.9 Elect Director Paul H. Stebbins Management For For
1.10 Elect Director Michael T. Sweeney Management For For
1.11 Elect Director Mark R. Widmar Management For For
1.12 Elect Director Norman L. Wright Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FIVE BELOW, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  FIVE       SECURITY ID:  33829M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joel D. Anderson Management For For
1b Elect Director Kathleen S. Barclay Management For For
1c Elect Director Thomas M. Ryan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Bylaws to Limit the Liability of Officers Management For For
5 Amend Bylaws to Amend the Limitation of Liability of Directors Provision Management For For
 
FLOOR & DECOR HOLDINGS, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  FND       SECURITY ID:  339750101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dwight L. James Management For For
1b Elect Director Melissa Kersey Management For For
1c Elect Director Peter M. Starrett Management For For
1d Elect Director Thomas V. Taylor Management For For
1e Elect Director George Vincent West Management For For
1f Elect Director Charles D. Young Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
FLOWERS FOODS, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  FLO       SECURITY ID:  343498101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George E. Deese Management For For
1b Elect Director Edward J. Casey, Jr. Management For For
1c Elect Director Thomas C. Chubb, III Management For For
1d Elect Director Rhonda Gass Management For For
1e Elect Director Margaret G. Lewis Management For For
1f Elect Director W. Jameson McFadden Management For For
1g Elect Director A. Ryals McMullian Management For For
1h Elect Director James T. Spear Management For For
1i Elect Director Melvin T. Stith Management For For
1j Elect Director Terry S. Thomas Management For For
1k Elect Director C. Martin Wood, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FOOT LOCKER, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  FL       SECURITY ID:  344849104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mary N. Dillon Management For For
1b Elect Director Virginia C. Drosos Management For For
1c Elect Director Alan D. Feldman Management For For
1d Elect Director Guillermo G. Marmol Management For For
1e Elect Director Darlene Nicosia Management For For
1f Elect Director Steven Oakland Management For For
1g Elect Director Ulice Payne, Jr. Management For For
1h Elect Director Kimberly Underhill Management For For
1i Elect Director Tristan Walker Management For For
1j Elect Director Dona D. Young Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
FORD MOTOR COMPANY
MEETING DATE:  MAY 11, 2023
TICKER:  F       SECURITY ID:  345370860
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kimberly A. Casiano Management For For
1b Elect Director Alexandra Ford English Management For For
1c Elect Director James D. Farley, Jr. Management For For
1d Elect Director Henry Ford, III Management For For
1e Elect Director William Clay Ford, Jr. Management For For
1f Elect Director William W. Helman, IV Management For For
1g Elect Director Jon M. Huntsman, Jr. Management For For
1h Elect Director William E. Kennard Management For For
1i Elect Director John C. May Management For For
1j Elect Director Beth E. Mooney Management For For
1k Elect Director Lynn Vojvodich Radakovich Management For For
1l Elect Director John L. Thornton Management For For
1m Elect Director John B. Veihmeyer Management For For
1n Elect Director John S. Weinberg Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For Against
6 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
7 Report on Reliance on Child Labor in Supply Chain Shareholder Against Against
8 Report on Animal Testing Practices Shareholder Against Against
 
FORTIVE CORPORATION
MEETING DATE:  JUN 06, 2023
TICKER:  FTV       SECURITY ID:  34959J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eric Branderiz Management For For
1b Elect Director Daniel L. Comas Management For For
1c Elect Director Sharmistha Dubey Management For For
1d Elect Director Rejji P. Hayes Management For For
1e Elect Director Wright Lassiter, III Management For For
1f Elect Director James A. Lico Management For For
1g Elect Director Kate D. Mitchell Management For For
1h Elect Director Jeannine Sargent Management For For
1i Elect Director Alan G. Spoon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
FORTUNE BRANDS INNOVATIONS, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  FBIN       SECURITY ID:  34964C106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nicholas I. Fink Management For For
1b Elect Director A. D. David Mackay Management For For
1c Elect Director Stephanie Pugliese Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Provide for Exculpation of Officers Management For For
 
FRANKLIN RESOURCES, INC.
MEETING DATE:  FEB 07, 2023
TICKER:  BEN       SECURITY ID:  354613101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mariann Byerwalter Management For For
1b Elect Director Alexander S. Friedman Management For For
1c Elect Director Gregory E. Johnson Management For For
1d Elect Director Jennifer M. Johnson Management For For
1e Elect Director Rupert H. Johnson, Jr. Management For For
1f Elect Director John Y. Kim Management For Against
1g Elect Director Karen M. King Management For Against
1h Elect Director Anthony J. Noto Management For For
1i Elect Director John W. Thiel Management For Against
1j Elect Director Seth H. Waugh Management For Against
1k Elect Director Geoffrey Y. Yang Management For Against
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management Three Years One Year
 
FRONTIER COMMUNICATIONS PARENT, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  FYBR       SECURITY ID:  35909D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kevin L. Beebe Management For For
1b Elect Director Lisa V. Chang Management For For
1c Elect Director Pamela L. Coe Management For For
1d Elect Director Nick Jeffery Management For For
1e Elect Director Stephen C. Pusey Management For For
1f Elect Director Margaret M. Smyth Management For For
1g Elect Director John G. Stratton Management For For
1h Elect Director Maryann Turcke Management For For
1i Elect Director Prat Vemana Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  GLPI       SECURITY ID:  36467J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter M. Carlino Management For For
1.2 Elect Director JoAnne A. Epps Management For For
1.3 Elect Director Carol 'Lili' Lynton Management For For
1.4 Elect Director Joseph W. Marshall, III Management For For
1.5 Elect Director James B. Perry Management For For
1.6 Elect Director Barry F. Schwartz Management For For
1.7 Elect Director Earl C. Shanks Management For For
1.8 Elect Director E. Scott Urdang Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GE HEALTHCARE TECHNOLOGIES, INC.
MEETING DATE:  MAY 23, 2023
TICKER:  GEHC       SECURITY ID:  36266G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter J. Arduini Management For For
1b Elect Director H. Lawrence Culp, Jr. Management For For
1c Elect Director Rodney F. Hochman Management For For
1d Elect Director Lloyd W. Howell, Jr. Management For For
1e Elect Director Risa Lavizzo-Mourey Management For For
1f Elect Director Catherine Lesjak Management For For
1g Elect Director Anne T. Madden Management For For
1h Elect Director Tomislav Mihaljevic Management For For
1i Elect Director William J. Stromberg Management For For
1j Elect Director Phoebe L. Yang Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
GENPACT LIMITED
MEETING DATE:  MAY 04, 2023
TICKER:  G       SECURITY ID:  G3922B107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director N.V. "Tiger" Tyagarajan Management For For
1.2 Elect Director James Madden Management For For
1.3 Elect Director Ajay Agrawal Management For For
1.4 Elect Director Stacey Cartwright Management For For
1.5 Elect Director Laura Conigliaro Management For For
1.6 Elect Director Tamara Franklin Management For For
1.7 Elect Director Carol Lindstrom Management For For
1.8 Elect Director CeCelia Morken Management For For
1.9 Elect Director Brian Stevens Management For For
1.10 Elect Director Mark Verdi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG Assurance and Consulting Services LLP as Auditors Management For For
 
GENTEX CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  GNTX       SECURITY ID:  371901109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joseph Anderson Management For For
1.2 Elect Director Leslie Brown Management For For
1.3 Elect Director Garth Deur Management For For
1.4 Elect Director Steve Downing Management For For
1.5 Elect Director Gary Goode Management For For
1.6 Elect Director Richard Schaum Management For For
1.7 Elect Director Kathleen Starkoff Management For For
1.8 Elect Director Brian Walker Management For For
1.9 Elect Director Ling Zang Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management None One Year
 
GILEAD SCIENCES, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  GILD       SECURITY ID:  375558103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jacqueline K. Barton Management For For
1b Elect Director Jeffrey A. Bluestone Management For For
1c Elect Director Sandra J. Horning Management For For
1d Elect Director Kelly A. Kramer Management For For
1e Elect Director Kevin E. Lofton Management For For
1f Elect Director Harish Manwani Management For For
1g Elect Director Daniel P. O'Day Management For For
1h Elect Director Javier J. Rodriguez Management For For
1i Elect Director Anthony Welters Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Require More Director Nominations Than Open Seats Shareholder Against Against
7 Amend Right to Call Special Meeting Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
GLOBE LIFE INC.
MEETING DATE:  APR 27, 2023
TICKER:  GL       SECURITY ID:  37959E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Linda L. Addison Management For For
1.2 Elect Director Marilyn A. Alexander Management For For
1.3 Elect Director Cheryl D. Alston Management For For
1.4 Elect Director Mark A. Blinn Management For For
1.5 Elect Director James P. Brannen Management For For
1.6 Elect Director Jane Buchan Management For For
1.7 Elect Director Alice S. Cho Management For For
1.8 Elect Director J. Matthew Darden Management For For
1.9 Elect Director Steven P. Johnson Management For For
1.10 Elect Director David A. Rodriguez Management For For
1.11 Elect Director Frank M. Svoboda Management For For
1.12 Elect Director Mary E. Thigpen Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
 
GLOBUS MEDICAL, INC.
MEETING DATE:  APR 27, 2023
TICKER:  GMED       SECURITY ID:  379577208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
2 Adjourn Meeting Management For For
 
GLOBUS MEDICAL, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  GMED       SECURITY ID:  379577208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel T. Scavilla Management For For
1b Elect Director Robert Douglas Management For For
2 Amend Omnibus Stock Plan Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
GODADDY INC.
MEETING DATE:  JUN 07, 2023
TICKER:  GDDY       SECURITY ID:  380237107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Garrett Management For For
1b Elect Director Srinivas (Srini) Tallapragada Management For For
1c Elect Director Sigal Zarmi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
GRACO INC.
MEETING DATE:  APR 28, 2023
TICKER:  GGG       SECURITY ID:  384109104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lee R. Mitau Management For For
1b Elect Director Martha A. Morfitt Management For For
1c Elect Director Mark W. Sheahan Management For For
1d Elect Director Kevin J. Wheeler Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GRAPHIC PACKAGING HOLDING COMPANY
MEETING DATE:  MAY 24, 2023
TICKER:  GPK       SECURITY ID:  388689101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael P. Doss Management For For
1.2 Elect Director Dean A. Scarborough Management For For
1.3 Elect Director Larry M. Venturelli Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GUIDEWIRE SOFTWARE, INC.
MEETING DATE:  DEC 20, 2022
TICKER:  GWRE       SECURITY ID:  40171V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marcus S. Ryu Management For For
1b Elect Director Paul Lavin Management For For
1c Elect Director Mike Rosenbaum Management For For
1d Elect Director David S. Bauer Management For For
1e Elect Director Margaret Dillon Management For For
1f Elect Director Michael C. Keller Management For For
1g Elect Director Catherine P. Lego Management For For
1h Elect Director Rajani Ramanathan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Provide Right to Call Special Meeting Management For For
5 Amend Certificate of Incorporation to Permit the Exculpation of Officers Management For For
6 Amend Omnibus Stock Plan Management For For
 
HALLIBURTON COMPANY
MEETING DATE:  MAY 17, 2023
TICKER:  HAL       SECURITY ID:  406216101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Abdulaziz F. Al Khayyal Management For For
1b Elect Director William E. Albrecht Management For For
1c Elect Director M. Katherine Banks Management For For
1d Elect Director Alan M. Bennett Management For For
1e Elect Director Milton Carroll Management For For
1f Elect Director Earl M. Cummings Management For For
1g Elect Director Murry S. Gerber Management For For
1h Elect Director Robert A. Malone Management For For
1i Elect Director Jeffrey A. Miller Management For For
1j Elect Director Bhavesh V. (Bob) Patel Management For For
1k Elect Director Maurice S. Smith Management For For
1l Elect Director Janet L. Weiss Management For For
1m Elect Director Tobi M. Edwards Young Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
6 Amend Certificate of Incorporation Management For For
 
HARLEY-DAVIDSON, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HOG       SECURITY ID:  412822108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy Alstead Management For For
1.2 Elect Director Jared D. Dourdeville Management For For
1.3 Elect Director James D. Farley, Jr. Management For For
1.4 Elect Director Allan Golston Management For For
1.5 Elect Director Sara L. Levinson Management For For
1.6 Elect Director Norman Thomas Linebarger Management For For
1.7 Elect Director Rafeh Masood Management For For
1.8 Elect Director Maryrose Sylvester Management For For
1.9 Elect Director Jochen Zeitz Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
HCA HEALTHCARE, INC.
MEETING DATE:  APR 19, 2023
TICKER:  HCA       SECURITY ID:  40412C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas F. Frist, III Management For For
1b Elect Director Samuel N. Hazen Management For For
1c Elect Director Meg G. Crofton Management For For
1d Elect Director Robert J. Dennis Management For For
1e Elect Director Nancy-Ann DeParle Management For For
1f Elect Director William R. Frist Management For For
1g Elect Director Hugh F. Johnston Management For For
1h Elect Director Michael W. Michelson Management For For
1i Elect Director Wayne J. Riley Management For For
1j Elect Director Andrea B. Smith Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Nonqualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Report on Political Contributions and Expenditures Shareholder Against Against
6 Amend Charter of Patient Safety and Quality of Care Committee Shareholder Against Against
 
HEALTHCARE REALTY TRUST, INC.
MEETING DATE:  JUN 05, 2023
TICKER:  HR       SECURITY ID:  42226K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Todd J. Meredith Management For For
1.2 Elect Director John V. Abbott Management For For
1.3 Elect Director Nancy H. Agee Management For For
1.4 Elect Director W. Bradley Blair, II Management For For
1.5 Elect Director Vicki U. Booth Management For For
1.6 Elect Director Edward H. Braman Management For For
1.7 Elect Director Ajay Gupta Management For For
1.8 Elect Director James J. Kilroy Management For For
1.9 Elect Director Jay P. Leupp Management For For
1.10 Elect Director Peter F. Lyle, Sr. Management For For
1.11 Elect Director Constance B. Moore Management For For
1.12 Elect Director John Knox Singleton Management For For
1.13 Elect Director Christann M. Vasquez Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
HEALTHPEAK PROPERTIES, INC.
MEETING DATE:  APR 27, 2023
TICKER:  PEAK       SECURITY ID:  42250P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Scott M. Brinker Management For For
1b Elect Director Brian G. Cartwright Management For For
1c Elect Director James B. Connor Management For For
1d Elect Director Christine N. Garvey Management For For
1e Elect Director R. Kent Griffin, Jr. Management For For
1f Elect Director David B. Henry Management For For
1g Elect Director Sara G. Lewis Management For For
1h Elect Director Katherine M. Sandstrom Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Omnibus Stock Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HEICO CORPORATION
MEETING DATE:  MAR 17, 2023
TICKER:  HEI       SECURITY ID:  422806109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas M. Culligan Management For For
1.2 Elect Director Carol F. Fine Management For For
1.3 Elect Director Adolfo Henriques Management For For
1.4 Elect Director Mark H. Hildebrandt Management For For
1.5 Elect Director Eric A. Mendelson Management For For
1.6 Elect Director Laurans A. Mendelson Management For For
1.7 Elect Director Victor H. Mendelson Management For For
1.8 Elect Director Julie Neitzel Management For For
1.9 Elect Director Alan Schriesheim Management For For
1.10 Elect Director Frank J. Schwitter Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HEWLETT PACKARD ENTERPRISE COMPANY
MEETING DATE:  APR 05, 2023
TICKER:  HPE       SECURITY ID:  42824C109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel Ammann Management For For
1b Elect Director Pamela L. Carter Management For For
1c Elect Director Frank A. D'Amelio Management For For
1d Elect Director Regina E. Dugan Management For For
1e Elect Director Jean M. Hobby Management For For
1f Elect Director Raymond J. Lane Management For For
1g Elect Director Ann M. Livermore Management For For
1h Elect Director Antonio F. Neri Management For For
1i Elect Director Charles H. Noski Management For For
1j Elect Director Raymond E. Ozzie Management For For
1k Elect Director Gary M. Reiner Management For For
1l Elect Director Patricia F. Russo Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
HONEYWELL INTERNATIONAL INC.
MEETING DATE:  MAY 19, 2023
TICKER:  HON       SECURITY ID:  438516106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Darius Adamczyk Management For For
1B Elect Director Duncan Angove Management For For
1C Elect Director William S. Ayer Management For For
1D Elect Director Kevin Burke Management For For
1E Elect Director D. Scott Davis Management For For
1F Elect Director Deborah Flint Management For For
1G Elect Director Vimal Kapur Management For For
1H Elect Director Rose Lee Management For For
1I Elect Director Grace Lieblein Management For For
1J Elect Director Robin L. Washington Management For For
1K Elect Director Robin Watson Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Issue Environmental Justice Report Shareholder Against Against
 
HOWMET AEROSPACE INC.
MEETING DATE:  MAY 17, 2023
TICKER:  HWM       SECURITY ID:  443201108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James F. Albaugh Management For For
1b Elect Director Amy E. Alving Management For For
1c Elect Director Sharon R. Barner Management For For
1d Elect Director Joseph S. Cantie Management For For
1e Elect Director Robert F. Leduc Management For For
1f Elect Director David J. Miller Management For For
1g Elect Director Jody G. Miller Management For For
1h Elect Director John C. Plant Management For For
1i Elect Director Ulrich R. Schmidt Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold Shareholder Against Against
 
HUBBELL INCORPORATED
MEETING DATE:  MAY 02, 2023
TICKER:  HUBB       SECURITY ID:  443510607
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gerben W. Bakker Management For For
1.2 Elect Director Carlos M. Cardoso Management For For
1.3 Elect Director Anthony J. Guzzi Management For For
1.4 Elect Director Rhett A. Hernandez Management For For
1.5 Elect Director Neal J. Keating Management For For
1.6 Elect Director Bonnie C. Lind Management For For
1.7 Elect Director John F. Malloy Management For For
1.8 Elect Director Jennifer M. Pollino Management For For
1.9 Elect Director John G. Russell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
HUBSPOT, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  HUBS       SECURITY ID:  443573100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nick Caldwell Management For For
1b Elect Director Claire Hughes Johnson Management For For
1c Elect Director Jay Simons Management For For
1d Elect Director Yamini Rangan Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
HUMANA INC.
MEETING DATE:  APR 20, 2023
TICKER:  HUM       SECURITY ID:  444859102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Raquel C. Bono Management For For
1b Elect Director Bruce D. Broussard Management For For
1c Elect Director Frank A. D'Amelio Management For For
1d Elect Director David T. Feinberg Management For For
1e Elect Director Wayne A. I. Frederick Management For For
1f Elect Director John W. Garratt Management For For
1g Elect Director Kurt J. Hilzinger Management For For
1h Elect Director Karen W. Katz Management For For
1i Elect Director Marcy S. Klevorn Management For For
1j Elect Director William J. McDonald Management For For
1k Elect Director Jorge S. Mesquita Management For For
1l Elect Director Brad D. Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  APR 19, 2023
TICKER:  HBAN       SECURITY ID:  446150104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alanna Y. Cotton Management For For
1.2 Elect Director Ann B. (Tanny) Crane Management For For
1.3 Elect Director Gina D. France Management For For
1.4 Elect Director J. Michael Hochschwender Management For For
1.5 Elect Director Richard H. King Management For For
1.6 Elect Director Katherine M. A. (Allie) Kline Management For For
1.7 Elect Director Richard W. Neu Management For For
1.8 Elect Director Kenneth J. Phelan Management For For
1.9 Elect Director David L. Porteous Management For For
1.10 Elect Director Roger J. Sit Management For For
1.11 Elect Director Stephen D. Steinour Management For For
1.12 Elect Director Jeffrey L. Tate Management For For
1.13 Elect Director Gary Torgow Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
HUNTSMAN CORPORATION
MEETING DATE:  APR 21, 2023
TICKER:  HUN       SECURITY ID:  447011107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter R. Huntsman Management For For
1b Elect Director Cynthia L. Egan Management For For
1c Elect Director Mary C. Beckerle Management For For
1d Elect Director Sonia Dula Management For For
1e Elect Director Curtis E. Espeland Management For For
1f Elect Director Daniele Ferrari Management For For
1g Elect Director Jeanne McGovern Management For For
1h Elect Director Jose Antonio Munoz Barcelo Management For For
1i Elect Director David B. Sewell Management For For
1j Elect Director Jan E. Tighe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
HYATT HOTELS CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  H       SECURITY ID:  448579102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul D. Ballew Management For For
1.2 Elect Director Mark S. Hoplamazian Management For For
1.3 Elect Director Cary D. McMillan Management For For
1.4 Elect Director Michael A. Rocca Management For For
1.5 Elect Director Thomas J. Pritzker Management For For
1.6 Elect Director Heidi O'Neill Management For For
1.7 Elect Director Richard C. Tuttle Management For For
1.8 Elect Director James H. Wooten, Jr. Management For For
1.9 Elect Director Susan D. Kronick Management For For
1.10 Elect Director Dion Camp Sanders Management For For
1.11 Elect Director Jason Pritzker Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus and Qualified Employee Stock Purchase Plan Management For For
 
IDEX CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  IEX       SECURITY ID:  45167R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katrina L. Helmkamp Management For For
1b Elect Director Mark A. Beck Management For For
1c Elect Director Carl R. Christenson Management For For
1d Elect Director Alejandro Quiroz Centeno Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Hiring of Persons with Arrest or Incarceration Records Shareholder Against Against
 
INDEPENDENCE REALTY TRUST, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  IRT       SECURITY ID:  45378A106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott F. Schaeffer Management For For
1.2 Elect Director Stephen R. Bowie Management For For
1.3 Elect Director Ned W. Brines Management For For
1.4 Elect Director Richard D. Gebert Management For For
1.5 Elect Director Melinda H. McClure Management For For
1.6 Elect Director Thomas H. Purcell Management For For
1.7 Elect Director Ana Marie del Rio Management For For
1.8 Elect Director DeForest B. Soaries, Jr. Management For For
1.9 Elect Director Lisa Washington Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
INGREDION INCORPORATED
MEETING DATE:  MAY 19, 2023
TICKER:  INGR       SECURITY ID:  457187102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David B. Fischer Management For For
1b Elect Director Paul Hanrahan Management For For
1c Elect Director Rhonda L. Jordan Management For For
1d Elect Director Gregory B. Kenny Management For For
1e Elect Director Charles V. Magro Management For For
1f Elect Director Victoria J. Reich Management For For
1g Elect Director Catherine A. Suever Management For For
1h Elect Director Stephan B. Tanda Management For For
1i Elect Director Jorge A. Uribe Management For For
1j Elect Director Patricia Verduin Management For For
1k Elect Director Dwayne A. Wilson Management For For
1l Elect Director James P. Zallie Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Amend Bylaws to Add Federal Forum Selection Provision Management For For
6 Approve Omnibus Stock Plan Management For For
 
INSULET CORPORATION
MEETING DATE:  MAY 23, 2023
TICKER:  PODD       SECURITY ID:  45784P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Luciana Borio Management For For
1.2 Elect Director Michael R. Minogue Management For For
1.3 Elect Director Corinne H. Nevinny Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
 
INTEGRA LIFESCIENCES HOLDINGS CORPORATION
MEETING DATE:  MAY 12, 2023
TICKER:  IART       SECURITY ID:  457985208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jan De Witte Management For For
1b Elect Director Keith Bradley Management For For
1c Elect Director Shaundra D. Clay Management For For
1d Elect Director Stuart M. Essig Management For For
1e Elect Director Barbara B. Hill Management For For
1f Elect Director Renee W. Lo Management For For
1g Elect Director Raymond G. Murphy Management For For
1h Elect Director Christian S. Schade Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
INTEL CORPORATION
MEETING DATE:  MAY 11, 2023
TICKER:  INTC       SECURITY ID:  458140100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick P. Gelsinger Management For For
1b Elect Director James J. Goetz Management For For
1c Elect Director Andrea J. Goldsmith Management For For
1d Elect Director Alyssa H. Henry Management For For
1e Elect Director Omar Ishrak Management For For
1f Elect Director Risa Lavizzo-Mourey Management For For
1g Elect Director Tsu-Jae King Liu Management For For
1h Elect Director Barbara G. Novick Management For For
1i Elect Director Gregory D. Smith Management For For
1j Elect Director Lip-Bu Tan Management For For
1k Elect Director Dion J. Weisler Management For For
1l Elect Director Frank D. Yeary Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Adopt Share Retention Policy For Senior Executives Shareholder Against Against
7 Publish Third Party Review of Intel's China Business ESG Congruence Shareholder Against Against
 
INTERACTIVE BROKERS GROUP, INC.
MEETING DATE:  APR 20, 2023
TICKER:  IBKR       SECURITY ID:  45841N107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas Peterffy Management For For
1b Elect Director Earl H. Nemser Management For For
1c Elect Director Milan Galik Management For For
1d Elect Director Paul J. Brody Management For For
1e Elect Director Lawrence E. Harris Management For For
1f Elect Director Philip Uhde Management For For
1g Elect Director William Peterffy Management For For
1h Elect Director Nicole Yuen Management For For
1i Elect Director Jill Bright Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management Two Years One Year
5 Amend Omnibus Stock Plan Management For For
 
INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  IBM       SECURITY ID:  459200101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas Buberl Management For For
1b Elect Director David N. Farr Management For For
1c Elect Director Alex Gorsky Management For For
1d Elect Director Michelle J. Howard Management For For
1e Elect Director Arvind Krishna Management For For
1f Elect Director Andrew N. Liveris Management For For
1g Elect Director F. William McNabb, III Management For For
1h Elect Director Martha E. Pollack Management For For
1i Elect Director Joseph R. Swedish Management For For
1j Elect Director Peter R. Voser Management For For
1k Elect Director Frederick H. Waddell Management For For
1l Elect Director Alfred W. Zollar Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
6 Report on Lobbying Payments and Policy Shareholder Against Against
7 Report on Risks Related to Operations in China Shareholder Against Against
8 Report on Efforts to Prevent Harassment and Discrimination in the Workplace Shareholder Against Against
 
INTUIT INC.
MEETING DATE:  JAN 19, 2023
TICKER:  INTU       SECURITY ID:  461202103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eve Burton Management For For
1b Elect Director Scott D. Cook Management For For
1c Elect Director Richard L. Dalzell Management For For
1d Elect Director Sasan K. Goodarzi Management For For
1e Elect Director Deborah Liu Management For For
1f Elect Director Tekedra Mawakana Management For For
1g Elect Director Suzanne Nora Johnson Management For For
1h Elect Director Thomas Szkutak Management For For
1i Elect Director Raul Vazquez Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
 
INTUITIVE SURGICAL, INC.
MEETING DATE:  APR 27, 2023
TICKER:  ISRG       SECURITY ID:  46120E602
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Craig H. Barratt Management For For
1b Elect Director Joseph C. Beery Management For For
1c Elect Director Gary S. Guthart Management For For
1d Elect Director Amal M. Johnson Management For For
1e Elect Director Don R. Kania Management For For
1f Elect Director Amy L. Ladd Management For For
1g Elect Director Keith R. Leonard, Jr. Management For For
1h Elect Director Alan J. Levy Management For For
1i Elect Director Jami Dover Nachtsheim Management For For
1j Elect Director Monica P. Reed Management For For
1k Elect Director Mark J. Rubash Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Gender/Racial Pay Gap Shareholder Against Against
 
INVESCO LTD.
MEETING DATE:  MAY 25, 2023
TICKER:  IVZ       SECURITY ID:  G491BT108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sarah E. Beshar Management For For
1.2 Elect Director Thomas M. Finke Management For For
1.3 Elect Director Martin L. Flanagan Management For For
1.4 Elect Director Thomas (Todd) P. Gibbons Management For For
1.5 Elect Director William (Bill) F. Glavin, Jr. Management For For
1.6 Elect Director Elizabeth (Beth) S. Johnson Management For For
1.7 Elect Director Denis Kessler Management For For
1.8 Elect Director Nigel Sheinwald Management For For
1.9 Elect Director Paula C. Tolliver Management For For
1.10 Elect Director G. Richard (Rick) Wagoner, Jr. Management For For
1.11 Elect Director Christopher C. Womack Management For For
1.12 Elect Director Phoebe A. Wood Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Eliminate Supermajority Vote Requirement Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ITT INC.
MEETING DATE:  MAY 10, 2023
TICKER:  ITT       SECURITY ID:  45073V108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donald DeFosset, Jr. Management For For
1b Elect Director Nicholas C. Fanandakis Management For For
1c Elect Director Richard P. Lavin Management For For
1d Elect Director Rebecca A. McDonald Management For For
1e Elect Director Timothy H. Powers Management For For
1f Elect Director Luca Savi Management For For
1g Elect Director Cheryl L. Shavers Management For For
1h Elect Director Sabrina Soussan Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Qualified Employee Stock Purchase Plan Management For For
6 Amend Governing Documents Regarding Requirements to Call for a Special Meeting Shareholder Against Against
 
JABIL INC.
MEETING DATE:  JAN 26, 2023
TICKER:  JBL       SECURITY ID:  466313103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anousheh Ansari Management For For
1b Elect Director Christopher S. Holland Management For For
1c Elect Director Mark T. Mondello Management For For
1d Elect Director John C. Plant Management For For
1e Elect Director Steven A. Raymund Management For For
1f Elect Director Thomas A. Sansone Management For For
1g Elect Director David M. Stout Management For For
1h Elect Director Kathleen A. Walters Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
JANUS HENDERSON GROUP PLC
MEETING DATE:  MAY 03, 2023
TICKER:  JHG       SECURITY ID:  G4474Y214
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian Baldwin Management For For
1.2 Elect Director John Cassaday Management For For
1.3 Elect Director Alison Davis *Withdrawn Resolution* Management None None
1.4 Elect Director Kalpana Desai Management For For
1.5 Elect Director Ali Dibadj Management For For
1.6 Elect Director Kevin Dolan Management For For
1.7 Elect Director Eugene Flood, Jr. Management For For
1.8 Elect Director Ed Garden Management For For
1.9 Elect Director Alison Quirk Management For For
1.10 Elect Director Angela Seymour-Jackson Management For For
1.11 Elect Director Anne Sheehan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Authorise Market Purchase of Ordinary Shares Management For For
4 Authorise Market Purchase of CDIs Management For For
5 Approve PricewaterhouseCoopers LLP as Auditors and Authorise Audit Committee to Fix Their Remuneration Management For For
 
JEFFERIES FINANCIAL GROUP INC.
MEETING DATE:  MAR 29, 2023
TICKER:  JEF       SECURITY ID:  47233W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda L. Adamany Management For For
1b Elect Director Barry J. Alperin Management For For
1c Elect Director Robert D. Beyer Management For For
1d Elect Director Matrice Ellis Kirk Management For For
1e Elect Director Brian P. Friedman Management For For
1f Elect Director MaryAnne Gilmartin Management For For
1g Elect Director Richard B. Handler Management For For
1h Elect Director Thomas W. Jones Management For For
1i Elect Director Jacob M. Katz Management For For
1j Elect Director Michael T. O'Kane Management For For
1k Elect Director Joseph S. Steinberg Management For For
1l Elect Director Melissa V. Weiler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
JEFFERIES FINANCIAL GROUP INC.
MEETING DATE:  JUN 28, 2023
TICKER:  JEF       SECURITY ID:  47233W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize a New Class of Common Stock Management For For
2 Adjourn Meeting Management For For
 
JETBLUE AIRWAYS CORPORATION
MEETING DATE:  MAY 16, 2023
TICKER:  JBLU       SECURITY ID:  477143101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Ben Baldanza Management For For
1b Elect Director Peter Boneparth Management For For
1c Elect Director Monte Ford Management For For
1d Elect Director Robin Hayes Management For For
1e Elect Director Ellen Jewett Management For For
1f Elect Director Robert Leduc Management For For
1g Elect Director Teri McClure Management For For
1h Elect Director Nik Mittal Management For For
1i Elect Director Sarah Robb O'Hagan Management For For
1j Elect Director Vivek Sharma Management For For
1k Elect Director Thomas Winkelmann Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Amend Omnibus Stock Plan Management For For
6 Ratify Ernst & Young LLP as Auditors Management For For
 
JOHNSON & JOHNSON
MEETING DATE:  APR 27, 2023
TICKER:  JNJ       SECURITY ID:  478160104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Darius Adamczyk Management For For
1b Elect Director Mary C. Beckerle Management For For
1c Elect Director D. Scott Davis Management For For
1d Elect Director Jennifer A. Doudna Management For For
1e Elect Director Joaquin Duato Management For For
1f Elect Director Marillyn A. Hewson Management For For
1g Elect Director Paula A. Johnson Management For For
1h Elect Director Hubert Joly Management For For
1i Elect Director Mark B. McClellan Management For For
1j Elect Director Anne M. Mulcahy Management For For
1k Elect Director Mark A. Weinberger Management For For
1l Elect Director Nadja Y. West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Adopt Mandatory Arbitration Bylaw - Withdrawn Shareholder None None
6 Report on Government Financial Support and Equitable Access to Covid-19 Products Shareholder Against Against
7 Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
JONES LANG LASALLE INCORPORATED
MEETING DATE:  MAY 25, 2023
TICKER:  JLL       SECURITY ID:  48020Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hugo Bague Management For For
1b Elect Director Matthew Carter, Jr. Management For For
1c Elect Director Tina Ju Management For For
1d Elect Director Bridget Macaskill Management For For
1e Elect Director Deborah H. McAneny Management For For
1f Elect Director Siddharth (Bobby) N. Mehta Management For For
1g Elect Director Moses Ojeisekhoba Management For For
1h Elect Director Jeetendra (Jeetu) I. Patel Management For For
1i Elect Director Ann Marie Petach Management For For
1j Elect Director Larry Quinlan Management For For
1k Elect Director Efrain Rivera Management For For
1l Elect Director Christian Ulbrich Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
JPMORGAN CHASE & CO.
MEETING DATE:  MAY 16, 2023
TICKER:  JPM       SECURITY ID:  46625H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda B. Bammann Management For For
1b Elect Director Stephen B. Burke Management For For
1c Elect Director Todd A. Combs Management For For
1d Elect Director James S. Crown Management For For
1e Elect Director Alicia Boler Davis Management For For
1f Elect Director James Dimon Management For For
1g Elect Director Timothy P. Flynn Management For For
1h Elect Director Alex Gorsky Management For For
1i Elect Director Mellody Hobson Management For For
1j Elect Director Michael A. Neal Management For For
1k Elect Director Phebe N. Novakovic Management For For
1l Elect Director Virginia M. Rometty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
7 Amend Public Responsibility Committee Charter to Include Animal Welfare Shareholder Against Against
8 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
9 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
10 Report on Risks Related to Discrimination Against Individuals Including Political Views Shareholder Against Against
11 Report on Political Expenditures Congruence Shareholder Against Against
12 Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting Shareholder Against Against
 
KBR, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  KBR       SECURITY ID:  48242W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark E. Baldwin Management For For
1b Elect Director Stuart J. B. Bradie Management For For
1c Elect Director Lynn A. Dugle Management For For
1d Elect Director Lester L. Lyles Management For For
1e Elect Director John A. Manzoni Management For For
1f Elect Director Wendy M. Masiello Management For For
1g Elect Director Jack B. Moore Management For For
1h Elect Director Ann D. Pickard Management For For
1i Elect Director Carlos A. Sabater Management For For
1j Elect Director Vincent R. Stewart *Withdrawn Resolution* Management None None
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
KELLOGG COMPANY
MEETING DATE:  APR 28, 2023
TICKER:  K       SECURITY ID:  487836108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephanie A. Burns Management For For
1b Elect Director Steve Cahillane Management For For
1c Elect Director La June Montgomery Tabron Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Civil Rights, Non-Discrimination and Returns to Merit Audit Shareholder Against Against
6 Report on Median Gender/Racial Pay Gap Shareholder Against Against
 
KEYSIGHT TECHNOLOGIES, INC.
MEETING DATE:  MAR 16, 2023
TICKER:  KEYS       SECURITY ID:  49338L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Satish C. Dhanasekaran Management For For
1.2 Elect Director Richard P. Hamada Management For For
1.3 Elect Director Paul A. Lacouture Management For For
1.4 Elect Director Kevin A. Stephens Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Declassify the Board of Directors Management For For
 
KINDER MORGAN, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  KMI       SECURITY ID:  49456B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard D. Kinder Management For For
1.2 Elect Director Steven J. Kean Management For For
1.3 Elect Director Kimberly A. Dang Management For For
1.4 Elect Director Ted A. Gardner Management For For
1.5 Elect Director Anthony W. Hall, Jr. Management For For
1.6 Elect Director Gary L. Hultquist Management For For
1.7 Elect Director Ronald L. Kuehn, Jr. Management For For
1.8 Elect Director Deborah A. Macdonald Management For For
1.9 Elect Director Michael C. Morgan Management For For
1.10 Elect Director Arthur C. Reichstetter Management For For
1.11 Elect Director C. Park Shaper Management For For
1.12 Elect Director William A. Smith Management For For
1.13 Elect Director Joel V. Staff Management For For
1.14 Elect Director Robert F. Vagt Management For For
2 Amend Certificate of Incorporation to Allow Exculpation of Certain Officers Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
KITE REALTY GROUP TRUST
MEETING DATE:  MAY 10, 2023
TICKER:  KRG       SECURITY ID:  49803T300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John A. Kite Management For For
1b Elect Director William E. Bindley Management For For
1c Elect Director Bonnie S. Biumi Management For For
1d Elect Director Derrick Burks Management For For
1e Elect Director Victor J. Coleman Management For For
1f Elect Director Gerald M. Gorski Management For For
1g Elect Director Steven P. Grimes Management For For
1h Elect Director Christie B. Kelly Management For For
1i Elect Director Peter L. Lynch Management For For
1j Elect Director David R. O'Reilly Management For For
1k Elect Director Barton R. Peterson Management For For
1l Elect Director Charles H. Wurtzebach Management For For
1m Elect Director Caroline L. Young Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
MEETING DATE:  MAY 16, 2023
TICKER:  KNX       SECURITY ID:  499049104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reid Dove Management For For
1b Elect Director Michael Garnreiter Management For For
1c Elect Director Louis Hobson Management For For
1d Elect Director David Jackson Management For For
1e Elect Director Gary Knight Management For For
1f Elect Director Kevin Knight Management For For
1g Elect Director Kathryn Munro Management For For
1h Elect Director Jessica Powell Management For For
1i Elect Director Roberta Roberts Shank Management For For
1j Elect Director Robert Synowicki, Jr. Management For For
1k Elect Director David Vander Ploeg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
LAMAR ADVERTISING COMPANY
MEETING DATE:  MAY 10, 2023
TICKER:  LAMR       SECURITY ID:  512816109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nancy Fletcher Management For For
1.2 Elect Director John E. Koerner, III Management For For
1.3 Elect Director Marshall A. Loeb Management For For
1.4 Elect Director Stephen P. Mumblow Management For For
1.5 Elect Director Thomas V. Reifenheiser Management For For
1.6 Elect Director Anna Reilly Management For For
1.7 Elect Director Kevin P. Reilly, Jr. Management For For
1.8 Elect Director Wendell Reilly Management For For
1.9 Elect Director Elizabeth Thompson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify KPMG LLP as Auditors Management For For
 
LANDSTAR SYSTEM, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  LSTR       SECURITY ID:  515098101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David G. Bannister Management For For
1b Elect Director James L. Liang Management For For
1c Elect Director George P. Scanlon Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Declassify the Board of Directors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
LAS VEGAS SANDS CORP.
MEETING DATE:  MAY 11, 2023
TICKER:  LVS       SECURITY ID:  517834107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert G. Goldstein Management For For
1.2 Elect Director Patrick Dumont Management For For
1.3 Elect Director Irwin Chafetz Management For For
1.4 Elect Director Micheline Chau Management For For
1.5 Elect Director Charles D. Forman Management For For
1.6 Elect Director Nora M. Jordan Management For For
1.7 Elect Director Lewis Kramer Management For For
1.8 Elect Director David F. Levi Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Disclose Board Skills and Diversity Matrix Shareholder Against Against
 
LATTICE SEMICONDUCTOR CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  LSCC       SECURITY ID:  518415104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James R. Anderson Management For For
1.2 Elect Director Robin A. Abrams Management For For
1.3 Elect Director Douglas Bettinger Management For For
1.4 Elect Director Mark E. Jensen Management For For
1.5 Elect Director James P. Lederer Management For For
1.6 Elect Director D. Jeffrey Richardson Management For For
1.7 Elect Director Elizabeth Schwarting Management For For
1.8 Elect Director Raejeanne Skillern Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
LAZARD LTD
MEETING DATE:  APR 27, 2023
TICKER:  LAZ       SECURITY ID:  G54050102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth M. Jacobs Management For For
1.2 Elect Director Michelle Jarrard Management For For
1.3 Elect Director Iris Knobloch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
LEAR CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  LEA       SECURITY ID:  521865204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mei-Wei Cheng Management For For
1b Elect Director Jonathan F. Foster Management For For
1c Elect Director Bradley M. Halverson Management For For
1d Elect Director Mary Lou Jepsen Management For For
1e Elect Director Roger A. Krone Management For For
1f Elect Director Patricia L. Lewis Management For For
1g Elect Director Kathleen A. Ligocki Management For For
1h Elect Director Conrad L. Mallett, Jr. Management For For
1i Elect Director Raymond E. Scott Management For For
1j Elect Director Gregory C. Smith Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
 
LEGGETT & PLATT, INCORPORATED
MEETING DATE:  MAY 04, 2023
TICKER:  LEG       SECURITY ID:  524660107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Angela Barbee Management For For
1b Elect Director Mark A. Blinn Management For For
1c Elect Director Robert E. Brunner Management For For
1d Elect Director Mary Campbell Management For For
1e Elect Director J. Mitchell Dolloff Management For For
1f Elect Director Manuel A. Fernandez Management For For
1g Elect Director Karl G. Glassman Management For For
1h Elect Director Joseph W. McClanathan Management For For
1i Elect Director Srikanth Padmanabhan Management For For
1j Elect Director Jai Shah Management For For
1k Elect Director Phoebe A. Wood Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
LENNOX INTERNATIONAL INC.
MEETING DATE:  MAY 18, 2023
TICKER:  LII       SECURITY ID:  526107107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janet K. Cooper Management For For
1.2 Elect Director John W. Norris, III Management For For
1.3 Elect Director Karen H. Quintos Management For For
1.4 Elect Director Shane D. Wall Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
LIBERTY MEDIA CORP.
MEETING DATE:  JUN 06, 2023
TICKER:  FWONK       SECURITY ID:  531229409
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Derek Chang Management For Withhold
1.2 Elect Director Evan D. Malone Management For Withhold
1.3 Elect Director Larry E. Romrell Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
 
LIBERTY MEDIA CORP.
MEETING DATE:  JUN 06, 2023
TICKER:  FWONK       SECURITY ID:  531229870
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Derek Chang Management For Withhold
1.2 Elect Director Evan D. Malone Management For Withhold
1.3 Elect Director Larry E. Romrell Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
 
LIFE STORAGE, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  LSI       SECURITY ID:  53223X107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark G. Barberio Management For For
1b Elect Director Joseph V. Saffire Management For For
1c Elect Director Stephen R. Rusmisel Management For For
1d Elect Director Arthur L. Havener, Jr. Management For For
1e Elect Director Dana Hamilton Management For For
1f Elect Director Edward J. Pettinella Management For For
1g Elect Director David L. Rogers Management For For
1h Elect Director Susan Harnett Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
LINCOLN ELECTRIC HOLDINGS, INC.
MEETING DATE:  APR 19, 2023
TICKER:  LECO       SECURITY ID:  533900106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian D. Chambers Management For For
1.2 Elect Director Curtis E. Espeland Management For For
1.3 Elect Director Patrick P. Goris Management For For
1.4 Elect Director Michael F. Hilton Management For For
1.5 Elect Director Kathryn Jo Lincoln Management For For
1.6 Elect Director Christopher L. Mapes Management For For
1.7 Elect Director Phillip J. Mason Management For For
1.8 Elect Director Ben P. Patel Management For For
1.9 Elect Director Hellene S. Runtagh Management For For
1.10 Elect Director Kellye L. Walker Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Approve Non-Employee Director Omnibus Stock Plan Management For For
 
LINDE PLC
MEETING DATE:  JAN 18, 2023
TICKER:  LIN       SECURITY ID:  G5494J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
2 Amend Articles of Association Management For For
3 Approve Common Draft Terms of Merger Management For For
 
LINDE PLC
MEETING DATE:  JAN 18, 2023
TICKER:  LIN       SECURITY ID:  G5494J111
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
LOCKHEED MARTIN CORPORATION
MEETING DATE:  APR 27, 2023
TICKER:  LMT       SECURITY ID:  539830109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel F. Akerson Management For For
1.2 Elect Director David B. Burritt Management For For
1.3 Elect Director Bruce A. Carlson Management For For
1.4 Elect Director John M. Donovan Management For For
1.5 Elect Director Joseph F. Dunford, Jr. Management For For
1.6 Elect Director James O. Ellis, Jr. Management For For
1.7 Elect Director Thomas J. Falk Management For For
1.8 Elect Director Ilene S. Gordon Management For For
1.9 Elect Director Vicki A. Hollub Management For For
1.10 Elect Director Jeh C. Johnson Management For For
1.11 Elect Director Debra L. Reed-Klages Management For For
1.12 Elect Director James D. Taiclet Management For For
1.13 Elect Director Patricia E. Yarrington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Human Rights Impact Assessment Shareholder Against Against
7 Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal Shareholder Against Against
 
LOEWS CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  L       SECURITY ID:  540424108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Ann E. Berman Management For For
1B Elect Director Joseph L. Bower Management For For
1C Elect Director Charles D. Davidson Management For For
1D Elect Director Charles M. Diker Management For For
1E Elect Director Paul J. Fribourg Management For For
1F Elect Director Walter L. Harris Management For For
1G Elect Director Susan P. Peters Management For For
1H Elect Director Andrew H. Tisch Management For For
1I Elect Director James S. Tisch Management For For
1J Elect Director Jonathan M. Tisch Management For For
1K Elect Director Anthony Welters Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Allow Exculpation of Certain Officers Management For For
 
LOWE'S COMPANIES, INC.
MEETING DATE:  MAY 26, 2023
TICKER:  LOW       SECURITY ID:  548661107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Raul Alvarez Management For For
1.2 Elect Director David H. Batchelder Management For For
1.3 Elect Director Scott H. Baxter Management For For
1.4 Elect Director Sandra B. Cochran Management For For
1.5 Elect Director Laurie Z. Douglas Management For For
1.6 Elect Director Richard W. Dreiling Management For For
1.7 Elect Director Marvin R. Ellison Management For For
1.8 Elect Director Daniel J. Heinrich Management For For
1.9 Elect Director Brian C. Rogers Management For For
1.10 Elect Director Bertram L. Scott Management For For
1.11 Elect Director Colleen Taylor Management For For
1.12 Elect Director Mary Beth West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
LPL FINANCIAL HOLDINGS INC.
MEETING DATE:  MAY 11, 2023
TICKER:  LPLA       SECURITY ID:  50212V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dan H. Arnold Management For For
1b Elect Director Edward C. Bernard Management For For
1c Elect Director H. Paulett Eberhart Management For For
1d Elect Director William F. Glavin, Jr. Management For For
1e Elect Director Albert J. Ko Management For For
1f Elect Director Allison H. Mnookin Management For For
1g Elect Director Anne M. Mulcahy Management For For
1h Elect Director James S. Putnam Management For For
1i Elect Director Richard P. Schifter Management For For
1j Elect Director Corey E. Thomas Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
LUMEN TECHNOLOGIES, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  LUMN       SECURITY ID:  550241103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Quincy L. Allen Management For For
1b Elect Director Martha Helena Bejar Management For For
1c Elect Director Peter C. Brown Management For For
1d Elect Director Kevin P. Chilton Management For For
1e Elect Director Steven T. "Terry" Clontz Management For For
1f Elect Director T. Michael Glenn Management For For
1g Elect Director Kate Johnson Management For For
1h Elect Director Hal Stanley Jones Management For For
1i Elect Director Michael J. Roberts Management For For
1j Elect Director Laurie A. Siegel Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE:  MAY 19, 2023
TICKER:  LYB       SECURITY ID:  N53745100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jacques Aigrain Management For For
1b Elect Director Lincoln Benet Management For For
1c Elect Director Robin Buchanan Management For For
1d Elect Director Anthony (Tony) Chase Management For For
1e Elect Director Robert (Bob) Dudley Management For For
1f Elect Director Claire Farley Management For For
1g Elect Director Rita Griffin Management For For
1h Elect Director Michael Hanley Management For For
1i Elect Director Virginia Kamsky Management For For
1j Elect Director Albert Manifold Management For For
1k Elect Director Peter Vanacker Management For For
2 Approve Discharge of Directors Management For For
3 Adopt Financial Statements and Statutory Reports Management For For
4 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
7 Advisory Vote on Say on Pay Frequency Management One Year One Year
8 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
9 Approve Cancellation of Shares Management For For
 
MACY'S, INC.
MEETING DATE:  MAY 19, 2023
TICKER:  M       SECURITY ID:  55616P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Emilie Arel Management For For
1b Elect Director Francis S. Blake Management For For
1c Elect Director Torrence N. Boone Management For For
1d Elect Director Ashley Buchanan Management For For
1e Elect Director Marie Chandoha Management For For
1f Elect Director Naveen K. Chopra Management For For
1g Elect Director Deirdre P. Connelly Management For For
1h Elect Director Jeff Gennette Management For For
1i Elect Director Jill Granoff Management For For
1j Elect Director William H. Lenehan Management For For
1k Elect Director Sara Levinson Management For For
1l Elect Director Antony Spring Management For For
1m Elect Director Paul C. Varga Management For For
1n Elect Director Tracey Zhen Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
MANHATTAN ASSOCIATES, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  MANH       SECURITY ID:  562750109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eddie Capel Management For For
1b Elect Director Charles E. Moran Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
MARATHON OIL CORPORATION
MEETING DATE:  MAY 24, 2023
TICKER:  MRO       SECURITY ID:  565849106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Chadwick C. Deaton Management For For
1b Elect Director Marcela E. Donadio Management For For
1c Elect Director M. Elise Hyland Management For For
1d Elect Director Holli C. Ladhani Management For For
1e Elect Director Mark A. McCollum Management For For
1f Elect Director Brent J. Smolik Management For For
1g Elect Director Lee M. Tillman Management For For
1h Elect Director Shawn D. Williams Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
MARKEL CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  MKL       SECURITY ID:  570535104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark M. Besca Management For For
1b Elect Director K. Bruce Connell Management For For
1c Elect Director Lawrence A. Cunningham Management For For
1d Elect Director Thomas S. Gayner Management For For
1e Elect Director Greta J. Harris Management For For
1f Elect Director Morgan E. Housel Management For For
1g Elect Director Diane Leopold Management For For
1h Elect Director Anthony F. Markel Management For For
1i Elect Director Steven A. Markel Management For For
1j Elect Director Harold L. Morrison, Jr. Management For For
1k Elect Director Michael O'Reilly Management For For
1l Elect Director A. Lynne Puckett Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
MARRIOTT VACATIONS WORLDWIDE CORPORATION
MEETING DATE:  MAY 12, 2023
TICKER:  VAC       SECURITY ID:  57164Y107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Elliott "C.E." Andrews Management For For
1.2 Elect Director William W. McCarten Management For For
1.3 Elect Director William J. Shaw Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Declassify the Board of Directors Management For For
 
MASCO CORPORATION
MEETING DATE:  MAY 11, 2023
TICKER:  MAS       SECURITY ID:  574599106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Keith J. Allman Management For For
1b Elect Director Aine L. Denari Management For For
1c Elect Director Christopher A. O'Herlihy Management For For
1d Elect Director Charles K. Stevens, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MASIMO CORPORATION
MEETING DATE:  JUN 26, 2023
TICKER:  MASI       SECURITY ID:  574795100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Universal Proxy (White Proxy Card)
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
From the Combined List of Management & Dissident Nominees - Elect 2 Directors
1a Elect Management Nominee Director H Michael Cohen Management For Did Not Vote
1b Elect Management Nominee Director Julie A. Shimer Management For Did Not Vote
1c Elect Dissident Nominee Director Michelle Brennan Shareholder Withhold Did Not Vote
1d Elect Dissident Nominee Director Quentin Koffey Shareholder Withhold Did Not Vote
2 Ratify Grant Thornton LLP as Auditors Management For Did Not Vote
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Did Not Vote
4 Advisory Vote on Say on Pay Frequency Management One Year Did Not Vote
5 Declassify the Board of Directors Management For Did Not Vote
6 Approve Increase in Size of Board from Five to Seven Management For Did Not Vote
7 Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting Shareholder Against Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Universal Proxy (Blue Proxy Card)
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
From the Combined List of Management & Dissident Nominees - Elect 2 Directors
Politan Nominees
1a Elect Dissident Nominee Director Michelle Brennan Shareholder For For
1b Elect Dissident Nominee Director Quentin Koffey Shareholder For For
Company Nominees Opposed by Politan
1a Elect Management Nominee Director H Michael Cohen Management Withhold Withhold
1b Elect Management Nominee Director Julie A. Shimer Management Withhold Withhold
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Declassify the Board of Directors Management For For
6 Approve Increase in Size of Board from Five to Seven Management Abstain For
7 Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting Shareholder For For
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 27, 2023
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Merit E. Janow Management For For
1b Elect Director Candido Bracher Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Julius Genachowski Management For For
1e Elect Director Choon Phong Goh Management For For
1f Elect Director Oki Matsumoto Management For For
1g Elect Director Michael Miebach Management For For
1h Elect Director Youngme Moon Management For For
1i Elect Director Rima Qureshi Management For For
1j Elect Director Gabrielle Sulzberger Management For For
1k Elect Director Harit Talwar Management For For
1l Elect Director Lance Uggla Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Report on Overseeing Risks Related to Discrimination Shareholder Against Against
7 Report on Establishing Merchant Category Code for Gun and Ammunition Stores Shareholder Against Against
8 Report on Lobbying Payments and Policy Shareholder Against Against
9 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
10 Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts Shareholder Against Against
 
MAXIMUS, INC.
MEETING DATE:  MAR 14, 2023
TICKER:  MMS       SECURITY ID:  577933104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anne K. Altman Management For For
1b Elect Director Bruce L. Caswell Management For For
1c Elect Director John J. Haley Management For For
1d Elect Director Jan D. Madsen Management For For
1e Elect Director Richard A. Montoni Management For For
1f Elect Director Gayathri Rajan Management For For
1g Elect Director Raymond B. Ruddy Management For For
1h Elect Director Michael J. Warren Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
MCDONALD'S CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  MCD       SECURITY ID:  580135101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anthony Capuano Management For For
1b Elect Director Kareem Daniel Management For For
1c Elect Director Lloyd Dean Management For For
1d Elect Director Catherine Engelbert Management For For
1e Elect Director Margaret Georgiadis Management For For
1f Elect Director Enrique Hernandez, Jr. Management For For
1g Elect Director Christopher Kempczinski Management For For
1h Elect Director Richard Lenny Management For For
1i Elect Director John Mulligan Management For For
1j Elect Director Jennifer Taubert Management For For
1k Elect Director Paul Walsh Management For For
1l Elect Director Amy Weaver Management For For
1m Elect Director Miles White Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain Shareholder Against Against
6 Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains Shareholder Against Against
7 Report on Risks Related to Operations in China Shareholder Against Against
8 Report on Civil Rights and Non-Discrimination Audit Shareholder Against Against
9 Report on Lobbying Payments and Policy Shareholder Against Against
10 Issue Transparency Report on Global Public Policy and Political Influence Shareholder Against Against
11 Report on Animal Welfare Shareholder Against Against
 
MERCK & CO., INC.
MEETING DATE:  MAY 23, 2023
TICKER:  MRK       SECURITY ID:  58933Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director Mary Ellen Coe Management For For
1c Elect Director Pamela J. Craig Management For For
1d Elect Director Robert M. Davis Management For For
1e Elect Director Thomas H. Glocer Management For For
1f Elect Director Risa J. Lavizzo-Mourey Management For For
1g Elect Director Stephen L. Mayo Management For For
1h Elect Director Paul B. Rothman Management For For
1i Elect Director Patricia F. Russo Management For For
1j Elect Director Christine E. Seidman Management For For
1k Elect Director Inge G. Thulin Management For For
1l Elect Director Kathy J. Warden Management For For
1m Elect Director Peter C. Wendell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Risks Related to Operations in China Shareholder Against Against
6 Report on Access to COVID-19 Products Shareholder Against Against
7 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
9 Publish a Congruency Report of Partnerships with Globalist Organizations Shareholder Against Against
10 Require Independent Board Chair Shareholder Against Against
 
META PLATFORMS, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  META       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Tracey T. Travis Management For For
1.8 Elect Director Tony Xu Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Report on Government Take Down Requests Shareholder Against Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Report on Human Rights Impact Assessment of Targeted Advertising Shareholder Against For
6 Report on Lobbying Payments and Policy Shareholder Against Against
7 Report on Allegations of Political Entanglement and Content Management Biases in India Shareholder Against Against
8 Report on Framework to Assess Company Lobbying Alignment with Climate Goals Shareholder Against Against
9 Report on Data Privacy regarding Reproductive Healthcare Shareholder Against Against
10 Report on Enforcement of Community Standards and User Content Shareholder Against Against
11 Report on Child Safety and Harm Reduction Shareholder Against Against
12 Report on Executive Pay Calibration to Externalized Costs Shareholder Against Against
13 Commission Independent Review of Audit & Risk Oversight Committee Shareholder Against Against
 
MICRON TECHNOLOGY, INC.
MEETING DATE:  JAN 12, 2023
TICKER:  MU       SECURITY ID:  595112103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard M. Beyer Management For For
1b Elect Director Lynn A. Dugle Management For For
1c Elect Director Steven J. Gomo Management For For
1d Elect Director Linnie M. Haynesworth Management For For
1e Elect Director Mary Pat McCarthy Management For For
1f Elect Director Sanjay Mehrotra Management For For
1g Elect Director Robert E. Switz Management For For
1h Elect Director MaryAnn Wright Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 13, 2022
TICKER:  MSFT       SECURITY ID:  594918104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Reid G. Hoffman Management For For
1.2 Elect Director Hugh F. Johnston Management For For
1.3 Elect Director Teri L. List Management For For
1.4 Elect Director Satya Nadella Management For For
1.5 Elect Director Sandra E. Peterson Management For For
1.6 Elect Director Penny S. Pritzker Management For For
1.7 Elect Director Carlos A. Rodriguez Management For For
1.8 Elect Director Charles W. Scharf Management For For
1.9 Elect Director John W. Stanton Management For For
1.10 Elect Director John W. Thompson Management For For
1.11 Elect Director Emma N. Walmsley Management For For
1.12 Elect Director Padmasree Warrior Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Report on Cost/Benefit Analysis of Diversity and Inclusion Shareholder Against Against
5 Report on Hiring of Persons with Arrest or Incarceration Records Shareholder Against Against
6 Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk Shareholder Against Against
7 Report on Government Use of Microsoft Technology Shareholder Against Against
8 Report on Development of Products for Military Shareholder Against Against
9 Report on Tax Transparency Shareholder Against Against
 
MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  MAA       SECURITY ID:  59522J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director H. Eric Bolton, Jr. Management For For
1b Elect Director Deborah H. Caplan Management For For
1c Elect Director John P. Case Management For For
1d Elect Director Tamara Fischer Management For For
1e Elect Director Alan B. Graf, Jr. Management For For
1f Elect Director Toni Jennings Management For For
1g Elect Director Edith Kelly-Green Management For For
1h Elect Director James K. Lowder Management For For
1i Elect Director Thomas H. Lowder Management For For
1j Elect Director Claude B. Nielsen Management For For
1k Elect Director W. Reid Sanders Management For For
1l Elect Director Gary S. Shorb Management For For
1m Elect Director David P. Stockert Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
MIDDLEBY CORPORATION
MEETING DATE:  MAY 16, 2023
TICKER:  MIDD       SECURITY ID:  596278101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sarah Palisi Chapin Management For For
1b Elect Director Timothy J. FitzGerald Management For For
1c Elect Director Cathy L. McCarthy Management For For
1d Elect Director John R. Miller, III Management For For
1e Elect Director Robert A. Nerbonne Management For For
1f Elect Director Gordon O'Brien Management For For
1g Elect Director Nassem Ziyad Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
MKS INSTRUMENTS, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  MKSI       SECURITY ID:  55306N104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter J. Cannone, III Management For For
1.2 Elect Director Joseph B. Donahue Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MODERNA, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  MRNA       SECURITY ID:  60770K107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephen Berenson Management For For
1.2 Elect Director Sandra Horning Management For For
1.3 Elect Director Paul Sagan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production Shareholder Against Against
 
MONGODB, INC.
MEETING DATE:  JUN 27, 2023
TICKER:  MDB       SECURITY ID:  60937P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Archana Agrawal Management For For
1.2 Elect Director Hope Cochran Management For For
1.3 Elect Director Dwight Merriman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MONOLITHIC POWER SYSTEMS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  MPWR       SECURITY ID:  609839105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Victor K. Lee Management For Withhold
1.2 Elect Director James C. Moyer Management For Withhold
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
MORGAN STANLEY
MEETING DATE:  MAY 19, 2023
TICKER:  MS       SECURITY ID:  617446448
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alistair Darling Management For For
1b Elect Director Thomas H. Glocer Management For For
1c Elect Director James P. Gorman Management For For
1d Elect Director Robert H. Herz Management For For
1e Elect Director Erika H. James Management For For
1f Elect Director Hironori Kamezawa Management For For
1g Elect Director Shelley B. Leibowitz Management For For
1h Elect Director Stephen J. Luczo Management For For
1i Elect Director Jami Miscik Management For For
1j Elect Director Masato Miyachi Management For For
1k Elect Director Dennis M. Nally Management For For
1l Elect Director Mary L. Schapiro Management For For
1m Elect Director Perry M. Traquina Management For For
1n Elect Director Rayford Wilkins, Jr. Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
6 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
 
MORNINGSTAR, INC.
MEETING DATE:  MAY 12, 2023
TICKER:  MORN       SECURITY ID:  617700109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joe Mansueto Management For For
1b Elect Director Kunal Kapoor Management For For
1c Elect Director Robin Diamonte Management For For
1d Elect Director Cheryl Francis Management For For
1e Elect Director Steve Joynt Management For For
1f Elect Director Steve Kaplan Management For For
1g Elect Director Gail Landis Management For For
1h Elect Director Bill Lyons Management For For
1i Elect Director Doniel Sutton Management For For
1j Elect Director Caroline Tsay Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
MURPHY OIL CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  MUR       SECURITY ID:  626717102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Claiborne P. Deming Management For For
1b Elect Director Lawrence R. Dickerson Management For For
1c Elect Director Michelle A. Earley Management For For
1d Elect Director Roger W. Jenkins Management For For
1e Elect Director Elisabeth W. Keller Management For For
1f Elect Director James V. Kelley Management For For
1g Elect Director R. Madison Murphy Management For For
1h Elect Director Jeffrey W. Nolan Management For For
1i Elect Director Robert N. Ryan, Jr. Management For For
1j Elect Director Laura A. Sugg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
MURPHY USA INC.
MEETING DATE:  MAY 04, 2023
TICKER:  MUSA       SECURITY ID:  626755102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Claiborne P. Deming Management For For
1b Elect Director Jeanne L. Phillips Management For For
1c Elect Director Jack T. Taylor Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For For
 
NASDAQ, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  NDAQ       SECURITY ID:  631103108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Melissa M. Arnoldi Management For For
1b Elect Director Charlene T. Begley Management For For
1c Elect Director Steven D. Black Management For For
1d Elect Director Adena T. Friedman Management For For
1e Elect Director Essa Kazim Management For For
1f Elect Director Thomas A. Kloet Management For For
1g Elect Director Michael R. Splinter Management For For
1h Elect Director Johan Torgeby Management For For
1i Elect Director Toni Townes-Whitley Management For For
1j Elect Director Jeffery W. Yabuki Management For For
1k Elect Director Alfred W. Zollar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
NATIONAL FUEL GAS COMPANY
MEETING DATE:  MAR 09, 2023
TICKER:  NFG       SECURITY ID:  636180101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David C. Carroll Management For For
1.2 Elect Director Steven C. Finch Management For For
1.3 Elect Director Joseph N. Jaggers Management For For
1.4 Elect Director Jeffrey W. Shaw Management For For
1.5 Elect Director Thomas E. Skains Management For For
1.6 Elect Director David F. Smith Management For For
1.7 Elect Director Ronald J. Tanski Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  NNN       SECURITY ID:  637417106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pamela K.M. Beall Management For For
1b Elect Director Steven D. Cosler Management For For
1c Elect Director David M. Fick Management For For
1d Elect Director Edward J. Fritsch Management For For
1e Elect Director Elizabeth C. Gulacsy Management For For
1f Elect Director Kevin B. Habicht Management For For
1g Elect Director Betsy D. Holden Management For For
1h Elect Director Stephen A. Horn, Jr. Management For For
1i Elect Director Kamau O. Witherspoon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
NETFLIX, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  NFLX       SECURITY ID:  64110L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mathias Dopfner Management For For
1b Elect Director Reed Hastings Management For For
1c Elect Director Jay C. Hoag Management For For
1d Elect Director Ted Sarandos Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Right to Call Special Meeting Shareholder Against Against
6 Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company Shareholder Against Against
7 Report on Climate Risk in Retirement Plan Options Shareholder Against Against
8 Adopt and Disclose a Freedom of Association and Collective Bargaining Policy Shareholder Against Against
 
NEW YORK COMMUNITY BANCORP, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  NYCB       SECURITY ID:  649445103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alessandro P. DiNello Management For For
1b Elect Director Leslie D. Dunn Management For For
1c Elect Director Lawrence Rosano, Jr. Management For For
1d Elect Director Robert Wann Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Declassify the Board of Directors Management For For
6 Eliminate Supermajority Vote Requirement Management For For
7 Amend Omnibus Stock Plan Management For For
8 Eliminate Supermajority Vote Requirement Shareholder Against For
9 Report on Climate Lobbying Shareholder For For
 
NEWMONT CORPORATION
MEETING DATE:  APR 26, 2023
TICKER:  NEM       SECURITY ID:  651639106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick G. Awuah, Jr. Management For For
1.2 Elect Director Gregory H. Boyce Management For For
1.3 Elect Director Bruce R. Brook Management For For
1.4 Elect Director Maura Clark Management For For
1.5 Elect Director Emma FitzGerald Management For For
1.6 Elect Director Mary A. Laschinger Management For For
1.7 Elect Director Jose Manuel Madero Management For For
1.8 Elect Director Rene Medori Management For For
1.9 Elect Director Jane Nelson Management For For
1.10 Elect Director Thomas Palmer Management For For
1.11 Elect Director Julio M. Quintana Management For For
1.12 Elect Director Susan N. Story Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
NEXSTAR MEDIA GROUP, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  NXST       SECURITY ID:  65336K103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
2 Amend Charter to Add Federal Forum Selection Provision Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
4 Amend Charter Management For For
5.1 Elect Director John R. Muse Management For For
5.2 Elect Director I. Martin Pompadur Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8 Advisory Vote on Say on Pay Frequency Management Two Years One Year
9 Require Independent Board Chair Shareholder Against Against
 
NEXTERA ENERGY, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  NEE       SECURITY ID:  65339F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nicole S. Arnaboldi Management For For
1b Elect Director Sherry S. Barrat Management For For
1c Elect Director James L. Camaren Management For For
1d Elect Director Kenneth B. Dunn Management For For
1e Elect Director Naren K. Gursahaney Management For For
1f Elect Director Kirk S. Hachigian Management For For
1g Elect Director John W. Ketchum Management For For
1h Elect Director Amy B. Lane Management For For
1i Elect Director David L. Porges Management For For
1j Elect Director Deborah "Dev" Stahlkopf Management For For
1k Elect Director John A. Stall Management For For
1l Elect Director Darryl L. Wilson Management For For
2 Ratify Deloitte & Touche as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Disclose Board Skills and Diversity Matrix Shareholder Against Against
 
NISOURCE INC.
MEETING DATE:  MAY 23, 2023
TICKER:  NI       SECURITY ID:  65473P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter A. Altabef Management For For
1b Elect Director Sondra L. Barbour Management For For
1c Elect Director Theodore H. Bunting, Jr. Management For For
1d Elect Director Eric L. Butler Management For For
1e Elect Director Aristides S. Candris Management For For
1f Elect Director Deborah A. Henretta Management For For
1g Elect Director Deborah A. P. Hersman Management For For
1h Elect Director Michael E. Jesanis Management For For
1i Elect Director William D. Johnson Management For For
1j Elect Director Kevin T. Kabat Management For For
1k Elect Director Cassandra S. Lee Management For For
1l Elect Director Lloyd M. Yates Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Increase Authorized Common Stock Management For For
6 Require Independent Board Chair Shareholder Against Against
 
NVIDIA CORPORATION
MEETING DATE:  JUN 22, 2023
TICKER:  NVDA       SECURITY ID:  67066G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert K. Burgess Management For For
1b Elect Director Tench Coxe Management For For
1c Elect Director John O. Dabiri Management For For
1d Elect Director Persis S. Drell Management For For
1e Elect Director Jen-Hsun Huang Management For For
1f Elect Director Dawn Hudson Management For For
1g Elect Director Harvey C. Jones Management For For
1h Elect Director Michael G. McCaffery Management For For
1i Elect Director Stephen C. Neal Management For For
1j Elect Director Mark L. Perry Management For For
1k Elect Director A. Brooke Seawell Management For For
1l Elect Director Aarti Shah Management For For
1m Elect Director Mark A. Stevens Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  OXY       SECURITY ID:  674599105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vicky A. Bailey Management For For
1b Elect Director Andrew Gould Management For For
1c Elect Director Carlos M. Gutierrez Management For For
1d Elect Director Vicki Hollub Management For For
1e Elect Director William R. Klesse Management For For
1f Elect Director Jack B. Moore Management For For
1g Elect Director Claire O'Neill Management For For
1h Elect Director Avedick B. Poladian Management For For
1i Elect Director Ken Robinson Management For For
1j Elect Director Robert M. Shearer Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
OGE ENERGY CORP.
MEETING DATE:  MAY 18, 2023
TICKER:  OGE       SECURITY ID:  670837103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Frank A. Bozich Management For For
1b Elect Director Peter D. Clarke Management For For
1c Elect Director Cathy R. Gates Management For For
1d Elect Director David L. Hauser Management For For
1e Elect Director Luther C. Kissam, IV Management For For
1f Elect Director Judy R. McReynolds Management For For
1g Elect Director David E. Rainbolt Management For For
1h Elect Director J. Michael Sanner Management For For
1i Elect Director Sheila G. Talton Management For For
1j Elect Director Sean Trauschke Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Supermajority Vote Requirement Management For For
 
OKTA, INC.
MEETING DATE:  JUN 22, 2023
TICKER:  OKTA       SECURITY ID:  679295105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye Archambeau Management For For
1.2 Elect Director Robert L. Dixon, Jr. Management For For
1.3 Elect Director Benjamin Horowitz Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
OLD NATIONAL BANCORP
MEETING DATE:  MAY 10, 2023
TICKER:  ONB       SECURITY ID:  680033107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barbara A. Boigegrain Management For For
1.2 Elect Director Thomas L. Brown Management For For
1.3 Elect Director Kathryn J. Hayley Management For For
1.4 Elect Director Peter J. Henseler Management For For
1.5 Elect Director Daniel S. Hermann Management For For
1.6 Elect Director Ryan C. Kitchell Management For For
1.7 Elect Director Austin M. Ramirez Management For For
1.8 Elect Director Ellen A. Rudnick Management For For
1.9 Elect Director James C. Ryan, III Management For For
1.10 Elect Director Thomas E. Salmon Management For For
1.11 Elect Director Michael L. Scudder Management For For
1.12 Elect Director Rebecca S. Skillman Management For For
1.13 Elect Director Michael J. Small Management For For
1.14 Elect Director Derrick J. Stewart Management For For
1.15 Elect Director Stephen C. Van Arsdell Management For For
1.16 Elect Director Katherine E. White Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  ORI       SECURITY ID:  680223104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barbara A. Adachi Management For For
1.2 Elect Director Charles J. Kovaleski Management For For
1.3 Elect Director Craig R. Smiddy Management For For
1.4 Elect Director Fredricka Taubitz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
OLIN CORPORATION
MEETING DATE:  APR 27, 2023
TICKER:  OLN       SECURITY ID:  680665205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Beverley A. Babcock Management For For
1b Elect Director C. Robert Bunch Management For For
1c Elect Director Matthew S. Darnall Management For For
1d Elect Director Earl L. Shipp Management For For
1e Elect Director Scott M. Sutton Management For For
1f Elect Director William H. Weideman Management For For
1g Elect Director W. Anthony Will Management For For
1h Elect Director Carol A. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
OMEGA HEALTHCARE INVESTORS, INC.
MEETING DATE:  JUN 05, 2023
TICKER:  OHI       SECURITY ID:  681936100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kapila K. Anand Management For For
1b Elect Director Craig R. Callen Management For For
1c Elect Director Lisa C. Egbuonu-Davis Management For For
1d Elect Director Barbara B. Hill Management For For
1e Elect Director Kevin J. Jacobs Management For For
1f Elect Director C. Taylor Pickett Management For For
1g Elect Director Stephen D. Plavin Management For For
1h Elect Director Burke W. Whitman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
 
OPTION CARE HEALTH, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  OPCH       SECURITY ID:  68404L201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John J. Arlotta Management For Withhold
1.2 Elect Director Elizabeth Q. Betten Management For Withhold
1.3 Elect Director Elizabeth D. Bierbower Management For Withhold
1.4 Elect Director Natasha Deckmann Management For Withhold
1.5 Elect Director David W. Golding Management For Withhold
1.6 Elect Director Harry M. Jansen Kraemer, Jr. Management For Withhold
1.7 Elect Director R. Carter Pate Management For Withhold
1.8 Elect Director John C. Rademacher Management For Withhold
1.9 Elect Director Nitin Sahney Management For Withhold
1.10 Elect Director Timothy P. Sullivan Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ORACLE CORPORATION
MEETING DATE:  NOV 16, 2022
TICKER:  ORCL       SECURITY ID:  68389X105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Awo Ablo Management For For
1.2 Elect Director Jeffrey S. Berg Management For For
1.3 Elect Director Michael J. Boskin Management For For
1.4 Elect Director Safra A. Catz Management For For
1.5 Elect Director Bruce R. Chizen Management For For
1.6 Elect Director George H. Conrades Management For For
1.7 Elect Director Lawrence J. Ellison Management For For
1.8 Elect Director Rona A. Fairhead Management For For
1.9 Elect Director Jeffrey O. Henley Management For For
1.10 Elect Director Renee J. James Management For For
1.11 Elect Director Charles W. Moorman Management For For
1.12 Elect Director Leon E. Panetta Management For For
1.13 Elect Director William G. Parrett Management For For
1.14 Elect Director Naomi O. Seligman Management For For
1.15 Elect Director Vishal Sikka Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
OSHKOSH CORPORATION
MEETING DATE:  MAY 03, 2023
TICKER:  OSK       SECURITY ID:  688239201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Keith J. Allman Management For For
1.2 Elect Director Douglas L. Davis Management For For
1.3 Elect Director Tyrone M. Jordan Management For For
1.4 Elect Director Kimberley Metcalf-Kupres Management For For
1.5 Elect Director Stephen D. Newlin Management For For
1.6 Elect Director Duncan J. Palmer Management For For
1.7 Elect Director David G. Perkins Management For For
1.8 Elect Director John C. Pfeifer Management For For
1.9 Elect Director Sandra E. Rowland Management For For
1.10 Elect Director John S. Shiely Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require a Majority Vote for the Election of Directors Shareholder Against Against
 
OVINTIV INC.
MEETING DATE:  MAY 03, 2023
TICKER:  OVV       SECURITY ID:  69047Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter A.Dea Management For For
1b Elect Director Meg A. Gentle Management For For
1c Elect Director Ralph Izzo Management For For
1d Elect Director Howard J. Mayson Management For For
1e Elect Director Brendan M. McCracken Management For For
1f Elect Director Lee A. McIntire Management For For
1g Elect Director Katherine L. Minyard Management For For
1h Elect Director Steven W. Nance Management For For
1i Elect Director Suzanne P. Nimocks Management For For
1j Elect Director George L. Pita Management For For
1k Elect Director Thomas G. Ricks Management For For
1l Elect Director Brian G. Shaw Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
OWENS CORNING
MEETING DATE:  APR 20, 2023
TICKER:  OC       SECURITY ID:  690742101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian D. Chambers Management For For
1b Elect Director Eduardo E. Cordeiro Management For For
1c Elect Director Adrienne D. Elsner Management For For
1d Elect Director Alfred E. Festa Management For For
1e Elect Director Edward F. Lonergan Management For For
1f Elect Director Maryann T. Mannen Management For For
1g Elect Director Paul E. Martin Management For For
1h Elect Director W. Howard Morris Management For For
1i Elect Director Suzanne P. Nimocks Management For For
1j Elect Director John D. Williams Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
7 Amend Bylaws to Add Federal Forum Selection Provision Management For For
 
PACCAR INC
MEETING DATE:  APR 25, 2023
TICKER:  PCAR       SECURITY ID:  693718108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark C. Pigott Management For For
1.2 Elect Director Dame Alison J. Carnwath Management For For
1.3 Elect Director Franklin L. Feder Management For For
1.4 Elect Director R. Preston Feight Management For For
1.5 Elect Director Kirk S. Hachigian Management For For
1.6 Elect Director Barbara B. Hulit Management For For
1.7 Elect Director Roderick C. McGeary Management For For
1.8 Elect Director Cynthia A. Niekamp Management For For
1.9 Elect Director John M. Pigott Management For For
1.10 Elect Director Ganesh Ramaswamy Management For For
1.11 Elect Director Mark A. Schulz Management For For
1.12 Elect Director Gregory M. E. Spierkel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Report on Climate Lobbying Shareholder Against For
 
PALANTIR TECHNOLOGIES, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  PLTR       SECURITY ID:  69608A108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexander Karp Management For For
1.2 Elect Director Stephen Cohen Management For For
1.3 Elect Director Peter Thiel Management For For
1.4 Elect Director Alexander Moore Management For For
1.5 Elect Director Alexandra Schiff Management For For
1.6 Elect Director Lauren Friedman Stat Management For For
1.7 Elect Director Eric Woersching Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PALO ALTO NETWORKS, INC.
MEETING DATE:  DEC 13, 2022
TICKER:  PANW       SECURITY ID:  697435105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helene D. Gayle Management For For
1b Elect Director James J. Goetz Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For Against
 
PAYPAL HOLDINGS, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  PYPL       SECURITY ID:  70450Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director Jonathan Christodoro Management For For
1c Elect Director John J. Donahoe Management For For
1d Elect Director David W. Dorman Management For For
1e Elect Director Belinda J. Johnson Management For For
1f Elect Director Enrique Lores Management For For
1g Elect Director Gail J. McGovern Management For For
1h Elect Director Deborah M. Messemer Management For For
1i Elect Director David M. Moffett Management For For
1j Elect Director Ann M. Sarnoff Management For For
1k Elect Director Daniel H. Schulman Management For For
1l Elect Director Frank D. Yeary Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Adopt a Policy on Services in Conflict Zones Shareholder Against Against
6 Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access Shareholder Against Against
7 Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn Shareholder None None
8 Report on Ensuring Respect for Civil Liberties Shareholder Against Against
9 Adopt Majority Vote Standard for Director Elections Shareholder Against Against
 
PDC ENERGY, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  PDCE       SECURITY ID:  69327R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barton R. Brookman Management For For
1.2 Elect Director Pamela R. Butcher Management For For
1.3 Elect Director Mark E. Ellis Management For For
1.4 Elect Director Paul J. Korus Management For For
1.5 Elect Director Lynn A. Peterson Management For For
1.6 Elect Director Carlos A. Sabater Management For For
1.7 Elect Director Diana L. Sands Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PENUMBRA, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  PEN       SECURITY ID:  70975L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arani Bose Management For For
1.2 Elect Director Bridget O'Rourke Management For For
1.3 Elect Director Surbhi Sarna Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PEPSICO, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  PEP       SECURITY ID:  713448108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Segun Agbaje Management For For
1b Elect Director Jennifer Bailey Management For For
1c Elect Director Cesar Conde Management For For
1d Elect Director Ian Cook Management For For
1e Elect Director Edith W. Cooper Management For For
1f Elect Director Susan M. Diamond Management For For
1g Elect Director Dina Dublon Management For For
1h Elect Director Michelle Gass Management For For
1i Elect Director Ramon L. Laguarta Management For For
1j Elect Director Dave J. Lewis Management For For
1k Elect Director David C. Page Management For For
1l Elect Director Robert C. Pohlad Management For For
1m Elect Director Daniel Vasella Management For For
1n Elect Director Darren Walker Management For For
1o Elect Director Alberto Weisser Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
6 Issue Transparency Report on Global Public Policy and Political Influence Shareholder Against Against
7 Report on Impacts of Restrictive Reproductive Healthcare Legislation Shareholder Against Against
8 Publish Annual Congruency Report on Net-Zero Emissions Policy Shareholder Against Against
 
PERFORMANCE FOOD GROUP COMPANY
MEETING DATE:  NOV 16, 2022
TICKER:  PFGC       SECURITY ID:  71377A103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George L. Holm Management For For
1b Elect Director Manuel A. Fernandez Management For For
1c Elect Director Barbara J. Beck Management For For
1d Elect Director William F. Dawson, Jr. Management For For
1e Elect Director Laura Flanagan Management For For
1f Elect Director Matthew C. Flanigan Management For For
1g Elect Director Kimberly S. Grant Management For For
1h Elect Director Jeffrey M. Overly Management For For
1i Elect Director David V. Singer Management For For
1j Elect Director Randall N. Spratt Management For For
1k Elect Director Warren M. Thompson Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PETCO HEALTH AND WELLNESS COMPANY, INC.
MEETING DATE:  JUN 22, 2023
TICKER:  WOOF       SECURITY ID:  71601V105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gary Briggs Management For Withhold
1.2 Elect Director Nishad Chande Management For Withhold
1.3 Elect Director Mary Sullivan Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For Against
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
PFIZER INC.
MEETING DATE:  APR 27, 2023
TICKER:  PFE       SECURITY ID:  717081103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald E. Blaylock Management For For
1.2 Elect Director Albert Bourla Management For For
1.3 Elect Director Susan Desmond-Hellmann Management For For
1.4 Elect Director Joseph J. Echevarria Management For For
1.5 Elect Director Scott Gottlieb Management For For
1.6 Elect Director Helen H. Hobbs Management For For
1.7 Elect Director Susan Hockfield Management For For
1.8 Elect Director Dan R. Littman Management For For
1.9 Elect Director Shantanu Narayen Management For For
1.10 Elect Director Suzanne Nora Johnson Management For For
1.11 Elect Director James Quincey Management For For
1.12 Elect Director James C. Smith Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
9 Report on Political Expenditures Congruence Shareholder Against Against
 
PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE:  MAY 03, 2023
TICKER:  PM       SECURITY ID:  718172109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brant Bonin Bough Management For For
1b Elect Director Andre Calantzopoulos Management For For
1c Elect Director Michel Combes Management For For
1d Elect Director Juan Jose Daboub Management For For
1e Elect Director Werner Geissler Management For For
1f Elect Director Lisa A. Hook Management For For
1g Elect Director Jun Makihara Management For For
1h Elect Director Kalpana Morparia Management For For
1i Elect Director Jacek Olczak Management For For
1j Elect Director Robert B. Polet Management For For
1k Elect Director Dessislava Temperley Management For For
1l Elect Director Shlomo Yanai Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers SA as Auditors Management For For
5 Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products Shareholder Against Against
 
PHYSICIANS REALTY TRUST
MEETING DATE:  MAY 03, 2023
TICKER:  DOC       SECURITY ID:  71943U104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John T. Thomas Management For For
1.2 Elect Director Tommy G. Thompson Management For Against
1.3 Elect Director Stanton D. Anderson Management For Against
1.4 Elect Director Mark A. Baumgartner Management For For
1.5 Elect Director Albert C. Black, Jr. Management For For
1.6 Elect Director William A. Ebinger Management For Against
1.7 Elect Director Pamela J. Kessler Management For For
1.8 Elect Director Ava E. Lias-Booker Management For Against
1.9 Elect Director Richard A. Weiss Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Amend Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
PINTEREST, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  PINS       SECURITY ID:  72352L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey Jordan Management For For
1b Elect Director Jeremy Levine Management For For
1c Elect Director Gokul Rajaram Management For For
1d Elect Director Marc Steinberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Prevention of Workplace Harassment and Discrimination Shareholder Against Against
5 Report on Censorship Shareholder Against Against
 
PNM RESOURCES, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  PNM       SECURITY ID:  69349H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Vicky A. Bailey Management For For
1B Elect Director Norman P. Becker Management For For
1C Elect Director Patricia K. Collawn Management For For
1D Elect Director E. Renae Conley Management For For
1E Elect Director Alan J. Fohrer Management For For
1F Elect Director Sidney M. Gutierrez Management For For
1G Elect Director James A. Hughes Management For For
1H Elect Director Maureen T. Mullarkey Management For For
1I Elect Director Donald K. Schwanz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
POPULAR, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  BPOP       SECURITY ID:  733174700
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ignacio Alvarez Management For For
1b Elect Director Joaquin E. Bacardi, III Management For For
1c Elect Director Alejandro M. Ballester Management For For
1d Elect Director Robert Carrady Management For For
1e Elect Director Richard L. Carrion Management For For
1f Elect Director Betty DeVita Management For For
1g Elect Director John W. Diercksen Management For For
1h Elect Director Maria Luisa Ferre Rangel Management For For
1i Elect Director C. Kim Goodwin Management For For
1j Elect Director Jose R. Rodriguez Management For For
1k Elect Director Alejandro M. Sanchez Management For For
1l Elect Director Myrna M. Soto Management For For
1m Elect Director Carlos A. Unanue Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
POST HOLDINGS, INC.
MEETING DATE:  JAN 26, 2023
TICKER:  POST       SECURITY ID:  737446104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dorothy M. Burwell Management For For
1.2 Elect Director Robert E. Grote Management For For
1.3 Elect Director David W. Kemper Management For For
1.4 Elect Director Robert V. Vitale Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PRIMERICA, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  PRI       SECURITY ID:  74164M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John A. Addison, Jr. Management For For
1b Elect Director Joel M. Babbit Management For For
1c Elect Director Amber L. Cottle Management For For
1d Elect Director Gary L. Crittenden Management For For
1e Elect Director Cynthia N. Day Management For For
1f Elect Director Sanjeev Dheer Management For For
1g Elect Director Beatriz R. Perez Management For For
1h Elect Director D. Richard Williams Management For For
1i Elect Director Glenn J. Williams Management For For
1j Elect Director Barbara A. Yastine Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
PRINCIPAL FINANCIAL GROUP, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  PFG       SECURITY ID:  74251V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jonathan S. Auerbach Management For For
1.2 Elect Director Mary E. "Maliz" Beams Management For For
1.3 Elect Director Jocelyn Carter-Miller Management For For
1.4 Elect Director Scott M. Mills Management For For
1.5 Elect Director Claudio N. Muruzabal Management For For
1.6 Elect Director H. Elizabeth Mitchell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
PROSPERITY BANCSHARES, INC.
MEETING DATE:  APR 18, 2023
TICKER:  PB       SECURITY ID:  743606105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin J. Hanigan Management For For
1.2 Elect Director William T. Luedke, IV Management For For
1.3 Elect Director Perry Mueller, Jr. Management For For
1.4 Elect Director Harrison Stafford, II Management For For
1.5 Elect Director Laura Murillo Management For For
1.6 Elect Director Ileana Blanco Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PULTEGROUP, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  PHM       SECURITY ID:  745867101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian P. Anderson Management For For
1b Elect Director Bryce Blair Management For For
1c Elect Director Thomas J. Folliard Management For For
1d Elect Director Cheryl W. Grise Management For For
1e Elect Director Andre J. Hawaux Management For For
1f Elect Director J. Phillip Holloman Management For For
1g Elect Director Ryan R. Marshall Management For For
1h Elect Director John R. Peshkin Management For For
1i Elect Director Scott F. Powers Management For For
1j Elect Director Lila Snyder Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
QIAGEN NV
MEETING DATE:  JUN 22, 2023
TICKER:  QGEN       SECURITY ID:  N72482123
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Discharge of Management Board Management For For
4 Approve Discharge of Supervisory Board Management For For
5.a Reelect Metin Colpan to Supervisory Board Management For For
5.b Reelect Toralf Haag to Supervisory Board Management For For
5.c Reelect Ross L. Levine to Supervisory Board Management For For
5.d Reelect Elaine Mardis to Supervisory Board Management For For
5.e Reelect Eva Pisa to Supervisory Board Management For For
5.f Reelect Lawrence A. Rosen to Supervisory Board Management For For
5.g Reelect Stephen H. Rusckowski to Supervisory Board Management For For
5.h Reelect Elizabeth E. Tallett to Supervisory Board Management For For
6.a Reelect Thierry Bernard to Management Board Management For For
6.b Reelect Roland Sackers to Management Board Management For For
7 Reappoint KPMG Accountants N.V. as Auditors Management For For
8.a Grant Supervisory Board Authority to Issue Shares Management For For
8.b Authorize Supervisory Board to Exclude Preemptive Rights from Share Issuances Management For For
9 Authorize Repurchase of Shares Management For For
10 Approve Discretionary Rights for the Managing Board to Implement Capital Repayment by Means of Synthetic Share Repurchase Management For For
11 Approve Cancellation of Shares Management For For
12 Approve QIAGEN N.V. 2023 Stock Plan Management For For
 
QUALCOMM INCORPORATED
MEETING DATE:  MAR 08, 2023
TICKER:  QCOM       SECURITY ID:  747525103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sylvia Acevedo Management For For
1b Elect Director Cristiano R. Amon Management For For
1c Elect Director Mark Fields Management For For
1d Elect Director Jeffrey W. Henderson Management For For
1e Elect Director Gregory N. Johnson Management For For
1f Elect Director Ann M. Livermore Management For For
1g Elect Director Mark D. McLaughlin Management For For
1h Elect Director Jamie S. Miller Management For For
1i Elect Director Irene B. Rosenfeld Management For For
1j Elect Director Kornelis (Neil) Smit Management For For
1k Elect Director Jean-Pascal Tricoire Management For For
1l Elect Director Anthony J. Vinciquerra Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RANGE RESOURCES CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  RRC       SECURITY ID:  75281A109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brenda A. Cline Management For For
1b Elect Director Margaret K. Dorman Management For For
1c Elect Director James M. Funk Management For For
1d Elect Director Steve D. Gray Management For For
1e Elect Director Greg G. Maxwell Management For For
1f Elect Director Reginal W. Spiller Management For For
1g Elect Director Dennis L. Degner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE:  MAY 02, 2023
TICKER:  RTX       SECURITY ID:  75513E101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tracy A. Atkinson Management For For
1b Elect Director Leanne G. Caret Management For For
1c Elect Director Bernard A. Harris, Jr. Management For For
1d Elect Director Gregory J. Hayes Management For For
1e Elect Director George R. Oliver Management For For
1f Elect Director Robert K. (Kelly) Ortberg Management For For
1g Elect Director Dinesh C. Paliwal Management For For
1h Elect Director Ellen M. Pawlikowski Management For For
1i Elect Director Denise L. Ramos Management For For
1j Elect Director Fredric G. Reynolds Management For For
1k Elect Director Brian C. Rogers Management For For
1l Elect Director James A. Winnefeld, Jr. Management For For
1m Elect Director Robert O. Work Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
6 Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer Management For For
7 Require Independent Board Chair Shareholder Against Against
8 Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal Shareholder Against Against
 
REGAL REXNORD CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  RRX       SECURITY ID:  758750103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jan A. Bertsch Management For For
1b Elect Director Stephen M. Burt Management For For
1c Elect Director Anesa T. Chaibi Management For For
1d Elect Director Theodore D. Crandall Management For For
1e Elect Director Michael P. Doss Management For For
1f Elect Director Michael F. Hilton Management For For
1g Elect Director Louis V. Pinkham Management For For
1h Elect Director Rakesh Sachdev Management For For
1i Elect Director Curtis W. Stoelting Management For For
1j Elect Director Robin A. Walker-Lee Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
REGENERON PHARMACEUTICALS, INC.
MEETING DATE:  JUN 09, 2023
TICKER:  REGN       SECURITY ID:  75886F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph L. Goldstein Management For For
1b Elect Director Christine A. Poon Management For For
1c Elect Director Craig B. Thompson Management For For
1d Elect Director Huda Y. Zoghbi Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE:  MAY 24, 2023
TICKER:  RGA       SECURITY ID:  759351604
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pina Albo Management For For
1b Elect Director Tony Cheng Management For For
1c Elect Director John J. Gauthier Management For For
1d Elect Director Patricia L. Guinn Management For For
1e Elect Director Anna Manning Management For For
1f Elect Director Hazel M. McNeilage Management For For
1g Elect Director George Nichols, III Management For For
1h Elect Director Stephen O'Hearn Management For For
1i Elect Director Shundrawn Thomas Management For For
1j Elect Director Khanh T. Tran Management For For
1k Elect Director Steven C. Van Wyk Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
RELIANCE STEEL & ALUMINUM CO.
MEETING DATE:  MAY 17, 2023
TICKER:  RS       SECURITY ID:  759509102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lisa L. Baldwin Management For For
1b Elect Director Karen W. Colonias Management For For
1c Elect Director Frank J. Dellaquila Management For For
1d Elect Director James D. Hoffman Management For For
1e Elect Director Mark V. Kaminski Management For For
1f Elect Director Karla R. Lewis Management For For
1g Elect Director Robert A. McEvoy Management For For
1h Elect Director David W. Seeger Management For For
1i Elect Director Douglas W. Stotlar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chairman Shareholder Against Against
 
RENAISSANCERE HOLDINGS LTD.
MEETING DATE:  MAY 09, 2023
TICKER:  RNR       SECURITY ID:  G7496G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David C. Bushnell Management For For
1b Elect Director James L. Gibbons Management For For
1c Elect Director Shyam Gidumal Management For For
1d Elect Director Torsten Jeworrek Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve PricewaterhouseCoopers Ltd. as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
REPUBLIC SERVICES, INC.
MEETING DATE:  MAY 12, 2023
TICKER:  RSG       SECURITY ID:  760759100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Manuel Kadre Management For For
1b Elect Director Tomago Collins Management For For
1c Elect Director Michael A. Duffy Management For For
1d Elect Director Thomas W. Handley Management For For
1e Elect Director Jennifer M. Kirk Management For For
1f Elect Director Michael Larson Management For For
1g Elect Director James P. Snee Management For For
1h Elect Director Brian S. Tyler Management For For
1i Elect Director Jon Vander Ark Management For For
1j Elect Director Sandra M. Volpe Management For For
1k Elect Director Katharine B. Weymouth Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
REXFORD INDUSTRIAL REALTY, INC.
MEETING DATE:  JUN 05, 2023
TICKER:  REXR       SECURITY ID:  76169C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert L. Antin Management For For
1.2 Elect Director Michael S. Frankel Management For For
1.3 Elect Director Diana J. Ingram Management For For
1.4 Elect Director Angela L. Kleiman Management For For
1.5 Elect Director Debra L. Morris Management For For
1.6 Elect Director Tyler H. Rose Management For For
1.7 Elect Director Howard Schwimmer Management For For
1.8 Elect Director Richard Ziman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RH
MEETING DATE:  APR 04, 2023
TICKER:  RH       SECURITY ID:  74967X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Omnibus Stock Plan Management For Against
 
RH
MEETING DATE:  JUN 29, 2023
TICKER:  RH       SECURITY ID:  74967X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Hilary Krane Management For For
1.2 Elect Director Katie Mitic Management For For
1.3 Elect Director Ali Rowghani Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Report on Procurement of Down Feathers from the Company's Suppliers Shareholder Against Against
 
RITHM CAPITAL CORP.
MEETING DATE:  MAY 25, 2023
TICKER:  RITM       SECURITY ID:  64828T201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Saltzman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
ROSS STORES, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  ROST       SECURITY ID:  778296103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director K. Gunnar Bjorklund Management For For
1b Elect Director Michael J. Bush Management For For
1c Elect Director Edward G. Cannizzaro Management For For
1d Elect Director Sharon D. Garrett Management For For
1e Elect Director Michael J. Hartshorn Management For For
1f Elect Director Stephen D. Milligan Management For For
1g Elect Director Patricia H. Mueller Management For For
1h Elect Director George P. Orban Management For For
1i Elect Director Larree M. Renda Management For For
1j Elect Director Barbara Rentler Management For For
1k Elect Director Doniel N. Sutton Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ROYAL GOLD, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  RGLD       SECURITY ID:  780287108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fabiana Chubbs Management For For
1b Elect Director Kevin McArthur Management For For
1c Elect Director Sybil Veenman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
 
ROYALTY PHARMA PLC
MEETING DATE:  JUN 22, 2023
TICKER:  RPRX       SECURITY ID:  G7709Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pablo Legorreta Management For For
1b Elect Director Henry Fernandez Management For For
1c Elect Director Bonnie Bassler Management For For
1d Elect Director Errol De Souza Management For For
1e Elect Director Catherine Engelbert Management For For
1f Elect Director M. Germano Giuliani Management For For
1g Elect Director David Hodgson Management For For
1h Elect Director Ted Love Management For For
1i Elect Director Gregory Norden Management For For
1j Elect Director Rory Riggs Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify Ernst & Young as U.K. Statutory Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
 
SAIA, INC.
MEETING DATE:  APR 27, 2023
TICKER:  SAIA       SECURITY ID:  78709Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donna E. Epps Management For For
1.2 Elect Director John P. Gainor, Jr. Management For For
1.3 Elect Director Kevin A. Henry Management For For
1.4 Elect Director Frederick J. Holzgrefe, III Management For For
1.5 Elect Director Donald R. James Management For For
1.6 Elect Director Randolph W. Melville Management For For
1.7 Elect Director Richard D. O'Dell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
SALESFORCE, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  CRM       SECURITY ID:  79466L302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marc Benioff Management For For
1b Elect Director Laura Alber Management For For
1c Elect Director Craig Conway Management For For
1d Elect Director Arnold Donald Management For For
1e Elect Director Parker Harris Management For For
1f Elect Director Neelie Kroes Management For For
1g Elect Director Sachin Mehra Management For For
1h Elect Director G. Mason Morfit Management For For
1i Elect Director Oscar Munoz Management For For
1j Elect Director John V. Roos Management For For
1k Elect Director Robin Washington Management For For
1l Elect Director Maynard Webb Management For For
1m Elect Director Susan Wojcicki Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Require Independent Board Chair Shareholder Against Against
7 Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company Shareholder Against Against
 
SBA COMMUNICATIONS CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  SBAC       SECURITY ID:  78410G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven E. Bernstein Management For For
1.2 Elect Director Laurie Bowen Management For For
1.3 Elect Director Amy E. Wilson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
SCHLUMBERGER N.V.
MEETING DATE:  APR 05, 2023
TICKER:  SLB       SECURITY ID:  806857108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter Coleman Management For For
1.2 Elect Director Patrick de La Chevardiere Management For For
1.3 Elect Director Miguel Galuccio Management For For
1.4 Elect Director Olivier Le Peuch Management For For
1.5 Elect Director Samuel Leupold Management For For
1.6 Elect Director Tatiana Mitrova Management For For
1.7 Elect Director Maria Moraeus Hanssen Management For For
1.8 Elect Director Vanitha Narayanan Management For For
1.9 Elect Director Mark Papa Management For For
1.10 Elect Director Jeff Sheets Management For For
1.11 Elect Director Ulrich Spiesshofer Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Adopt and Approve Financials and Dividends Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  SAIC       SECURITY ID:  808625107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Garth N. Graham Management For For
1b Elect Director Carolyn B. Handlon Management For For
1c Elect Director Yvette M. Kanouff Management For For
1d Elect Director Nazzic S. Keene Management For For
1e Elect Director Timothy J. Mayopoulos Management For For
1f Elect Director Katharina G. McFarland Management For For
1g Elect Director Milford W. McGuirt Management For For
1h Elect Director Donna S. Morea Management For For
1i Elect Director James C. Reagan Management For For
1j Elect Director Steven R. Shane Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Approve Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
SEI INVESTMENTS COMPANY
MEETING DATE:  MAY 31, 2023
TICKER:  SEIC       SECURITY ID:  784117103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ryan P. Hicke Management For For
1b Elect Director Kathryn M. McCarthy Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
SELECTIVE INSURANCE GROUP, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  SIGI       SECURITY ID:  816300107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ainar D. Aijala, Jr. Management For For
1b Elect Director Lisa Rojas Bacus Management For For
1c Elect Director Terrence W. Cavanaugh Management For For
1d Elect Director Wole C. Coaxum Management For For
1e Elect Director Robert Kelly Doherty Management For For
1f Elect Director John J. Marchioni Management For For
1g Elect Director Thomas A. McCarthy Management For For
1h Elect Director Stephen C. Mills Management For For
1i Elect Director H. Elizabeth Mitchell Management For For
1j Elect Director Cynthia S. Nicholson Management For For
1k Elect Director John S. Scheid Management For For
1l Elect Director J. Brian Thebault Management For For
1m Elect Director Philip H. Urban Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
SENSATA TECHNOLOGIES HOLDING PLC
MEETING DATE:  MAY 25, 2023
TICKER:  ST       SECURITY ID:  G8060N102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew C. Teich Management For For
1b Elect Director Jeffrey J. Cote Management For For
1c Elect Director John P. Absmeier Management For For
1d Elect Director Daniel L. Black Management For For
1e Elect Director Lorraine A. Bolsinger Management For For
1f Elect Director Constance E. Skidmore Management For For
1g Elect Director Steven A. Sonnenberg Management For For
1h Elect Director Martha N. Sullivan Management For For
1i Elect Director Stephen M. Zide Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Approve Director Compensation Report Management For For
5 Ratify Deloitte & Touche LLP as U.K. Statutory Auditor Management For For
6 Authorise Board to Fix Remuneration of Auditors Management For For
7 Accept Financial Statements and Statutory Reports Management For For
8 Authorize Directed Share Repurchase Program Management For For
9 Authorize Issue of Equity Management For For
10 Authorize Issue of Equity without Pre-emptive Rights Management For For
11 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans Management For For
12 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights Management For For
 
SERVICENOW, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  NOW       SECURITY ID:  81762P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan L. Bostrom Management For Against
1b Elect Director Teresa Briggs Management For For
1c Elect Director Jonathan C. Chadwick Management For For
1d Elect Director Paul E. Chamberlain Management For For
1e Elect Director Lawrence J. Jackson, Jr. Management For For
1f Elect Director Frederic B. Luddy Management For For
1g Elect Director William R. McDermott Management For For
1h Elect Director Jeffrey A. Miller Management For Against
1i Elect Director Joseph 'Larry' Quinlan Management For For
1j Elect Director Anita M. Sands Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Elect Director Deborah Black Management For For
 
SILGAN HOLDINGS, INC.
MEETING DATE:  MAY 30, 2023
TICKER:  SLGN       SECURITY ID:  827048109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leigh J. Abramson Management For For
1.2 Elect Director Robert B. Lewis Management For For
1.3 Elect Director Niharika Ramdev Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
SIRIUS XM HOLDINGS INC.
MEETING DATE:  JUN 01, 2023
TICKER:  SIRI       SECURITY ID:  82968B103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David A. Blau Management For For
1.2 Elect Director Eddy W. Hartenstein Management For For
1.3 Elect Director Robin P. Hickenlooper Management For For
1.4 Elect Director James P. Holden Management For For
1.5 Elect Director Gregory B. Maffei Management For For
1.6 Elect Director Evan D. Malone Management For For
1.7 Elect Director James E. Meyer Management For For
1.8 Elect Director Jonelle Procope Management For For
1.9 Elect Director Michael Rapino Management For For
1.10 Elect Director Kristina M. Salen Management For For
1.11 Elect Director Carl E. Vogel Management For For
1.12 Elect Director Jennifer C. Witz Management For For
1.13 Elect Director David M. Zaslav Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify KPMG LLP as Auditors Management For For
 
SLM CORPORATION
MEETING DATE:  JUN 20, 2023
TICKER:  SLM       SECURITY ID:  78442P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director R. Scott Blackley Management For For
1b Elect Director Paul G. Child Management For For
1c Elect Director Mary Carter Warren Franke Management For For
1d Elect Director Marianne M. Keler Management For For
1e Elect Director Mark L. Lavelle Management For For
1f Elect Director Ted Manvitz Management For For
1g Elect Director Jim Matheson Management For For
1h Elect Director Samuel T. Ramsey Management For For
1i Elect Director Vivian C. Schneck-Last Management For For
1j Elect Director Robert S. Strong Management For For
1k Elect Director Jonathan W. Witter Management For For
1l Elect Director Kirsten O. Wolberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
SNAP-ON INCORPORATED
MEETING DATE:  APR 27, 2023
TICKER:  SNA       SECURITY ID:  833034101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David C. Adams Management For For
1.2 Elect Director Karen L. Daniel Management For For
1.3 Elect Director Ruth Ann M. Gillis Management For For
1.4 Elect Director James P. Holden Management For For
1.5 Elect Director Nathan J. Jones Management For For
1.6 Elect Director Henry W. Knueppel Management For For
1.7 Elect Director W. Dudley Lehman Management For For
1.8 Elect Director Nicholas T. Pinchuk Management For For
1.9 Elect Director Gregg M. Sherrill Management For For
1.10 Elect Director Donald J. Stebbins Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
SOLAREDGE TECHNOLOGIES, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  SEDG       SECURITY ID:  83417M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marcel Gani Management For For
1b Elect Director Tal Payne Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Declassify the Board of Directors Management For For
6 Eliminate Supermajority Vote Requirement Management For For
7 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
 
SONOCO PRODUCTS COMPANY
MEETING DATE:  APR 19, 2023
TICKER:  SON       SECURITY ID:  835495102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven L. Boyd Management For For
1.2 Elect Director R. Howard Coker Management For For
1.3 Elect Director Pamela L. Davies Management For For
1.4 Elect Director Theresa J. Drew Management For For
1.5 Elect Director Philippe Guillemot Management For For
1.6 Elect Director John R. Haley Management For For
1.7 Elect Director Robert R. Hill, Jr. Management For For
1.8 Elect Director Eleni Istavridis Management For For
1.9 Elect Director Richard G. Kyle Management For For
1.10 Elect Director Blythe J. McGarvie Management For For
1.11 Elect Director Thomas E. Whiddon Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
SOUTHERN COPPER CORPORATION
MEETING DATE:  MAY 26, 2023
TICKER:  SCCO       SECURITY ID:  84265V105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director German Larrea Mota-Velasco Management For For
1.2 Elect Director Oscar Gonzalez Rocha Management For For
1.3 Elect Director Vicente Ariztegui Andreve Management For For
1.4 Elect Director Enrique Castillo Sanchez Mejorada Management For For
1.5 Elect Director Leonardo Contreras Lerdo de Tejada Management For For
1.6 Elect Director Xavier Garcia de Quevedo Topete Management For Withhold
1.7 Elect Director Luis Miguel Palomino Bonilla Management For Withhold
1.8 Elect Director Gilberto Perezalonso Cifuentes Management For Withhold
1.9 Elect Director Carlos Ruiz Sacristan Management For Withhold
2 Ratify Galaz, Yamazaki, Ruiz Urquiza S.C. as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
SPIRIT REALTY CAPITAL, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  SRC       SECURITY ID:  84860W300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin M. Charlton Management For For
1.2 Elect Director Elizabeth F. Frank Management For For
1.3 Elect Director Michelle M. Frymire Management For For
1.4 Elect Director Kristian M. Gathright Management For For
1.5 Elect Director Richard I. Gilchrist Management For For
1.6 Elect Director Jackson Hsieh Management For For
1.7 Elect Director Diana M. Laing Management For For
1.8 Elect Director Nicholas P. Shepherd Management For For
1.9 Elect Director Thomas J. Sullivan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SPLUNK INC.
MEETING DATE:  JUN 21, 2023
TICKER:  SPLK       SECURITY ID:  848637104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patricia Morrison Management For For
1b Elect Director David Tunnell Management For For
1c Elect Director Dennis L. Via Management For For
1d Elect Director Luis Visoso Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For Against
 
SPOTIFY TECHNOLOGY SA
MEETING DATE:  MAR 29, 2023
TICKER:  SPOT       SECURITY ID:  L8681T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Allocation of Income Management For For
3 Approve Discharge of Directors Management For For
4a Elect Daniel Ek as A Director Management For For
4b Elect Martin Lorentzon as A Director Management For For
4c Elect Shishir Samir Mehrotra as A Director Management For For
4d Elect Christopher Marsall as B Director Management For For
4e Elect Barry McCarthy as B Director Management For For
4f Elect Heidi O'Neill as B Director Management For For
4g Elect Ted Sarandos as B Director Management For For
4h Elect Thomas Owen Staggs as B Director Management For For
4i Elect Mona Sutphen as B Director Management For For
4j Elect Padmasree Warrior as B Director Management For For
5 Appoint Ernst & Young S.A. (Luxembourg) as Auditor Management For For
6 Approve Remuneration of Directors Management For For
7 Authorize Guy Harles and Alexandre Gobert to Execute and Deliver, and with Full Power of Substitution, Any Documents Necessary or Useful in Connection with the Annual Filing and Registration Required by the Luxembourg Laws Management For For
E1 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights and Amend Articles of Association Management For Against
 
SS&C TECHNOLOGIES HOLDINGS, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  SSNC       SECURITY ID:  78467J100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Normand A. Boulanger Management For For
1b Elect Director David A. Varsano Management For For
1c Elect Director Michael J. Zamkow Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For Against
 
STARBUCKS CORPORATION
MEETING DATE:  MAR 23, 2023
TICKER:  SBUX       SECURITY ID:  855244109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard E. Allison, Jr. Management For For
1b Elect Director Andrew Campion Management For For
1c Elect Director Beth Ford Management For For
1d Elect Director Mellody Hobson Management For For
1e Elect Director Jorgen Vig Knudstorp Management For For
1f Elect Director Satya Nadella Management For For
1g Elect Director Laxman Narasimhan Management For For
1h Elect Director Howard Schultz Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Plant-Based Milk Pricing Shareholder Against Against
6 Adopt Policy on Succession Planning Shareholder Against Against
7 Report on Operations in Communist China Shareholder Against Against
8 Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights Shareholder Against For
9 Establish Committee on Corporate Sustainability Shareholder Against Against
 
STARWOOD PROPERTY TRUST, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  STWD       SECURITY ID:  85571B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard D. Bronson Management For For
1.2 Elect Director Jeffrey G. Dishner Management For For
1.3 Elect Director Camille J. Douglas Management For For
1.4 Elect Director Deborah L. Harmon Management For For
1.5 Elect Director Solomon J. Kumin Management For For
1.6 Elect Director Fred Perpall Management For For
1.7 Elect Director Fred S. Ridley Management For For
1.8 Elect Director Barry S. Sternlicht Management For For
1.9 Elect Director Strauss Zelnick Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
STATE STREET CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  STT       SECURITY ID:  857477103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick de Saint-Aignan Management For For
1b Elect Director Marie A. Chandoha Management For For
1c Elect Director DonnaLee DeMaio Management For For
1d Elect Director Amelia C. Fawcett Management For For
1e Elect Director William C. Freda Management For For
1f Elect Director Sara Mathew Management For For
1g Elect Director William L. Meaney Management For For
1h Elect Director Ronald P. O'Hanley Management For For
1i Elect Director Sean O'Sullivan Management For For
1j Elect Director Julio A. Portalatin Management For For
1k Elect Director John B. Rhea Management For For
1l Elect Director Gregory L. Summe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Report on Asset Management Policies and Diversified Investors Shareholder Against Against
 
STEEL DYNAMICS, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  STLD       SECURITY ID:  858119100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark D. Millett Management For For
1.2 Elect Director Sheree L. Bargabos Management For For
1.3 Elect Director Kenneth W. Cornew Management For For
1.4 Elect Director Traci M. Dolan Management For For
1.5 Elect Director James C. Marcuccilli Management For For
1.6 Elect Director Bradley S. Seaman Management For For
1.7 Elect Director Gabriel L. Shaheen Management For For
1.8 Elect Director Luis M. Sierra Management For For
1.9 Elect Director Steven A. Sonnenberg Management For For
1.10 Elect Director Richard P. Teets, Jr. Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Approve Omnibus Stock Plan Management For For
6 Adopt Majority Voting for Uncontested Election of Directors Management For For
 
STIFEL FINANCIAL CORP.
MEETING DATE:  JUN 07, 2023
TICKER:  SF       SECURITY ID:  860630102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Adam T. Berlew Management For For
1.2 Elect Director Maryam Brown Management For For
1.3 Elect Director Michael W. Brown Management For For
1.4 Elect Director Lisa Carnoy Management For For
1.5 Elect Director Robert E. Grady Management For For
1.6 Elect Director James P. Kavanaugh Management For For
1.7 Elect Director Ronald J. Kruszewski Management For For
1.8 Elect Director Daniel J. Ludeman Management For For
1.9 Elect Director Maura A. Markus Management For For
1.10 Elect Director David A. Peacock Management For For
1.11 Elect Director Thomas W. Weisel Management For For
1.12 Elect Director Michael J. Zimmerman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management None One Year
4 Amend Certificate of Incorporation to Provide for the Exculpation of Officers Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Other Business Management For Against
 
STORE CAPITAL CORPORATION
MEETING DATE:  DEC 09, 2022
TICKER:  STOR       SECURITY ID:  862121100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Advisory Vote on Golden Parachutes Management For For
3 Adjourn Meeting Management For For
 
SUN COMMUNITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  SUI       SECURITY ID:  866674104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary A. Shiffman Management For For
1b Elect Director Tonya Allen Management For For
1c Elect Director Meghan G. Baivier Management For For
1d Elect Director Stephanie W. Bergeron Management For For
1e Elect Director Jeff T. Blau Management For For
1f Elect Director Brian M. Hermelin Management For For
1g Elect Director Ronald A. Klein Management For For
1h Elect Director Clunet R. Lewis Management For For
1i Elect Director Arthur A. Weiss Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
5 Increase Authorized Common Stock Management For For
 
SYNOVUS FINANCIAL CORP.
MEETING DATE:  APR 26, 2023
TICKER:  SNV       SECURITY ID:  87161C501
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stacy Apter Management For For
1b Elect Director Tim E. Bentsen Management For For
1c Elect Director Kevin S. Blair Management For For
1d Elect Director Pedro Cherry Management For For
1e Elect Director John H. Irby Management For For
1f Elect Director Diana M. Murphy Management For For
1g Elect Director Harris Pastides Management For For
1h Elect Director John L. Stallworth Management For For
1i Elect Director Barry L. Storey Management For For
1j Elect Director Alexandra Villoch Management For For
1k Elect Director Teresa White Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
TARGA RESOURCES CORP.
MEETING DATE:  MAY 23, 2023
TICKER:  TRGP       SECURITY ID:  87612G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul W. Chung Management For For
1.2 Elect Director Charles R. Crisp Management For For
1.3 Elect Director Laura C. Fulton Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain Shareholder Against Against
 
TARGET CORPORATION
MEETING DATE:  JUN 14, 2023
TICKER:  TGT       SECURITY ID:  87612E106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David P. Abney Management For For
1b Elect Director Douglas M. Baker, Jr. Management For For
1c Elect Director George S. Barrett Management For For
1d Elect Director Gail K. Boudreaux Management For For
1e Elect Director Brian C. Cornell Management For For
1f Elect Director Robert L. Edwards Management For For
1g Elect Director Donald R. Knauss Management For For
1h Elect Director Christine A. Leahy Management For For
1i Elect Director Monica C. Lozano Management For For
1j Elect Director Grace Puma Management For For
1k Elect Director Derica W. Rice Management For For
1l Elect Director Dmitri L. Stockton Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
 
TAYLOR MORRISON HOME CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  TMHC       SECURITY ID:  87724P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter Lane Management For For
1b Elect Director William H. Lyon Management For For
1c Elect Director Anne L. Mariucci Management For For
1d Elect Director David C. Merritt Management For For
1e Elect Director Andrea (Andi) Owen Management For For
1f Elect Director Sheryl D. Palmer Management For For
1g Elect Director Denise F. Warren Management For For
1h Elect Director Christopher Yip Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
TD SYNNEX CORPORATION
MEETING DATE:  MAR 21, 2023
TICKER:  SNX       SECURITY ID:  87162W100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dennis Polk Management For For
1.2 Elect Director Robert Kalsow-Ramos Management For For
1.3 Elect Director Ann Vezina Management For For
1.4 Elect Director Richard Hume Management For For
1.5 Elect Director Fred Breidenbach Management For For
1.6 Elect Director Hau Lee Management For For
1.7 Elect Director Matthew Miau Management For For
1.8 Elect Director Nayaki Nayyar Management For For
1.9 Elect Director Matthew Nord Management For For
1.10 Elect Director Merline Saintil Management For For
1.11 Elect Director Duane E. Zitzner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
TELADOC HEALTH, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  TDOC       SECURITY ID:  87918A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen L. Daniel Management For For
1b Elect Director Sandra L. Fenwick Management For For
1c Elect Director Jason Gorevic Management For For
1d Elect Director Catherine A. Jacobson Management For For
1e Elect Director Thomas G. McKinley Management For For
1f Elect Director Kenneth H. Paulus Management For For
1g Elect Director David L. Shedlarz Management For For
1h Elect Director Mark Douglas Smith Management For For
1i Elect Director David B. Snow, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For Against
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
 
TELEFLEX INCORPORATED
MEETING DATE:  MAY 05, 2023
TICKER:  TFX       SECURITY ID:  879369106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gretchen R. Haggerty Management For Against
1b Elect Director Liam J. Kelly Management For Against
1c Elect Director Jaewon Ryu Management For For
2 Approve Omnibus Stock Plan Management For For
3 Eliminate Supermajority Vote Requirement Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  TPX       SECURITY ID:  88023U101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Evelyn S. Dilsaver Management For For
1b Elect Director Simon John Dyer Management For For
1c Elect Director Cathy R. Gates Management For For
1d Elect Director John A. Heil Management For For
1e Elect Director Meredith Siegfried Madden Management For For
1f Elect Director Richard W. Neu Management For For
1g Elect Director Scott L. Thompson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
TENET HEALTHCARE CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  THC       SECURITY ID:  88033G407
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Robert Kerrey Management For For
1.2 Elect Director James L. Bierman Management For For
1.3 Elect Director Richard W. Fisher Management For For
1.4 Elect Director Meghan M. FitzGerald Management For For
1.5 Elect Director Cecil D. Haney Management For For
1.6 Elect Director Christopher S. Lynch Management For For
1.7 Elect Director Richard J. Mark Management For For
1.8 Elect Director Tammy Romo Management For For
1.9 Elect Director Saumya Sutaria Management For For
1.10 Elect Director Nadja Y. West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Policies Regarding Patients' Right to Access Abortions in Emergencies Shareholder Against Against
 
TERADYNE, INC.
MEETING DATE:  MAY 12, 2023
TICKER:  TER       SECURITY ID:  880770102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy E. Guertin Management For For
1b Elect Director Peter Herweck Management For For
1c Elect Director Mercedes Johnson Management For For
1d Elect Director Ernest E. Maddock Management For For
1e Elect Director Marilyn Matz Management For For
1f Elect Director Gregory S. Smith Management For For
1g Elect Director Ford Tamer Management For For
1h Elect Director Paul J. Tufano Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TESLA, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  TSLA       SECURITY ID:  88160R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elon Musk Management For For
1.2 Elect Director Robyn Denholm Management For For
1.3 Elect Director JB Straubel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Key-Person Risk and Efforts to Ameliorate It Shareholder Against Against
 
TETRA TECH, INC.
MEETING DATE:  FEB 28, 2023
TICKER:  TTEK       SECURITY ID:  88162G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Dan L. Batrack Management For For
1B Elect Director Gary R. Birkenbeuel Management For For
1C Elect Director Prashant Gandhi Management For For
1D Elect Director Joanne M. Maguire Management For For
1E Elect Director Christiana Obiaya Management For For
1F Elect Director Kimberly E. Ritrievi Management For For
1G Elect Director J. Kenneth Thompson Management For For
1H Elect Director Kirsten M. Volpi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TEXAS INSTRUMENTS INCORPORATED
MEETING DATE:  APR 27, 2023
TICKER:  TXN       SECURITY ID:  882508104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark A. Blinn Management For For
1b Elect Director Todd M. Bluedorn Management For For
1c Elect Director Janet F. Clark Management For For
1d Elect Director Carrie S. Cox Management For For
1e Elect Director Martin S. Craighead Management For For
1f Elect Director Curtis C. Farmer Management For For
1g Elect Director Jean M. Hobby Management For For
1h Elect Director Haviv Ilan Management For For
1i Elect Director Ronald Kirk Management For For
1j Elect Director Pamela H. Patsley Management For For
1k Elect Director Robert E. Sanchez Management For For
1l Elect Director Richard K. Templeton Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Report on Due Diligence Efforts to Trace End-User Misuse of Company Products Shareholder Against Against
 
TEXAS ROADHOUSE, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  TXRH       SECURITY ID:  882681109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael A. Crawford Management For For
1.2 Elect Director Donna E. Epps Management For For
1.3 Elect Director Gregory N. Moore Management For For
1.4 Elect Director Gerald L. Morgan Management For For
1.5 Elect Director Curtis A. Warfield Management For For
1.6 Elect Director Kathleen M. Widmer Management For For
1.7 Elect Director James R. Zarley Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Efforts to Reduce GHG Emissions in Alignment with the Paris Agreement Goal Shareholder Against Against
 
THE BOEING COMPANY
MEETING DATE:  APR 18, 2023
TICKER:  BA       SECURITY ID:  097023105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert A. Bradway Management For For
1b Elect Director David L. Calhoun Management For For
1c Elect Director Lynne M. Doughtie Management For For
1d Elect Director David L. Gitlin Management For For
1e Elect Director Lynn J. Good Management For For
1f Elect Director Stayce D. Harris Management For For
1g Elect Director Akhil Johri Management For For
1h Elect Director David L. Joyce Management For For
1i Elect Director Lawrence W. Kellner Management For For
1j Elect Director Steven M. Mollenkopf Management For For
1k Elect Director John M. Richardson Management For For
1l Elect Director Sabrina Soussan Management For For
1m Elect Director Ronald A. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Omnibus Stock Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Report on Risks Related to Operations in China Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Report on Climate Lobbying Shareholder Against Against
9 Report on Median Gender/Racial Pay Gap Shareholder Against Against
 
THE CARLYLE GROUP INC.
MEETING DATE:  MAY 30, 2023
TICKER:  CG       SECURITY ID:  14316J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William E. Conway, Jr. Management For Withhold
1.2 Elect Director Lawton W. Fitt Management For Withhold
1.3 Elect Director Mark S. Ordan Management For Withhold
1.4 Elect Director Anthony Welters Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Declassify the Board of Directors Management For For
4 Amend Omnibus Stock Plan Management For Against
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
6 Adopt Simple Majority Vote Shareholder For For
 
THE CHARLES SCHWAB CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  SCHW       SECURITY ID:  808513105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marianne C. Brown Management For For
1b Elect Director Frank C. Herringer Management For For
1c Elect Director Gerri K. Martin-Flickinger Management For For
1d Elect Director Todd M. Ricketts Management For For
1e Elect Director Carolyn Schwab-Pomerantz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Gender/Racial Pay Gap Shareholder Against Against
6 Report on Risks Related to Discrimination Against Individuals Including Political Views Shareholder Against Against
 
THE COCA-COLA COMPANY
MEETING DATE:  APR 25, 2023
TICKER:  KO       SECURITY ID:  191216100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herb Allen Management For For
1.2 Elect Director Marc Bolland Management For For
1.3 Elect Director Ana Botin Management For For
1.4 Elect Director Christopher C. Davis Management For For
1.5 Elect Director Barry Diller Management For For
1.6 Elect Director Carolyn Everson Management For For
1.7 Elect Director Helene D. Gayle Management For For
1.8 Elect Director Alexis M. Herman Management For For
1.9 Elect Director Maria Elena Lagomasino Management For For
1.10 Elect Director Amity Millhiser Management For For
1.11 Elect Director James Quincey Management For For
1.12 Elect Director Caroline J. Tsay Management For For
1.13 Elect Director David B. Weinberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Third-Party Civil Rights Audit Shareholder Against Against
6 Issue Transparency Report on Global Public Policy and Political Influence Shareholder Against Against
7 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
8 Require Independent Board Chair Shareholder Against Against
9 Report on Risk Due to Restrictions on Reproductive Rights Shareholder Against Against
 
THE COOPER COMPANIES, INC.
MEETING DATE:  MAR 15, 2023
TICKER:  COO       SECURITY ID:  216648402
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Colleen E. Jay Management For For
1.2 Elect Director William A. Kozy Management For For
1.3 Elect Director Cynthia L. Lucchese Management For For
1.4 Elect Director Teresa S. Madden Management For For
1.5 Elect Director Gary S. Petersmeyer Management For For
1.6 Elect Director Maria Rivas Management For For
1.7 Elect Director Robert S. Weiss Management For For
1.8 Elect Director Albert G. White, III Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
THE GAP, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  GPS       SECURITY ID:  364760108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard Dickson Management For For
1b Elect Director Elisabeth B. Donohue Management For For
1c Elect Director Robert J. Fisher Management For For
1d Elect Director William S. Fisher Management For For
1e Elect Director Tracy Gardner Management For For
1f Elect Director Kathryn Hall Management For For
1g Elect Director Bob L. Martin Management For For
1h Elect Director Amy Miles Management For For
1i Elect Director Chris O'Neill Management For For
1j Elect Director Mayo A. Shattuck, III Management For For
1k Elect Director Tariq Shaukat Management For For
1l Elect Director Salaam Coleman Smith Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For Against
 
THE GOLDMAN SACHS GROUP, INC.
MEETING DATE:  APR 26, 2023
TICKER:  GS       SECURITY ID:  38141G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michele Burns Management For For
1b Elect Director Mark Flaherty Management For For
1c Elect Director Kimberley Harris Management For For
1d Elect Director Kevin Johnson Management For For
1e Elect Director Ellen Kullman Management For For
1f Elect Director Lakshmi Mittal Management For For
1g Elect Director Adebayo Ogunlesi Management For For
1h Elect Director Peter Oppenheimer Management For For
1i Elect Director David Solomon Management For For
1j Elect Director Jan Tighe Management For For
1k Elect Director Jessica Uhl Management For For
1l Elect Director David Viniar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Publish Third-Party Review on Chinese Congruency of Certain ETFs Shareholder Against Against
8 Oversee and Report a Racial Equity Audit Shareholder Against Against
9 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
10 Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting Shareholder Against Against
11 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
12 Report on Median Gender/Racial Pay Gap Shareholder Against Against
 
THE HANOVER INSURANCE GROUP, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  THG       SECURITY ID:  410867105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Francisco A. Aristeguieta Management For For
1.2 Elect Director Jane D. Carlin Management For For
1.3 Elect Director Elizabeth A. Ward Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
THE HERSHEY COMPANY
MEETING DATE:  MAY 16, 2023
TICKER:  HSY       SECURITY ID:  427866108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela M. Arway Management For For
1.2 Elect Director Michele G. Buck Management For For
1.3 Elect Director Victor L. Crawford Management For For
1.4 Elect Director Robert M. Dutkowsky Management For For
1.5 Elect Director Mary Kay Haben Management For For
1.6 Elect Director James C. Katzman Management For For
1.7 Elect Director M. Diane Koken Management For For
1.8 Elect Director Huong Maria T. Kraus Management For For
1.9 Elect Director Robert M. Malcolm Management For For
1.10 Elect Director Anthony J. Palmer Management For For
1.11 Elect Director Juan R. Perez Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Human Rights Impacts of Living Wage & Income Position Statement Shareholder Against Against
 
THE HOME DEPOT, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HD       SECURITY ID:  437076102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gerard J. Arpey Management For For
1b Elect Director Ari Bousbib Management For For
1c Elect Director Jeffery H. Boyd Management For For
1d Elect Director Gregory D. Brenneman Management For For
1e Elect Director J. Frank Brown Management For For
1f Elect Director Albert P. Carey Management For For
1g Elect Director Edward P. Decker Management For For
1h Elect Director Linda R. Gooden Management For For
1i Elect Director Wayne M. Hewett Management For For
1j Elect Director Manuel Kadre Management For For
1k Elect Director Stephanie C. Linnartz Management For For
1l Elect Director Paula Santilli Management For For
1m Elect Director Caryn Seidman-Becker Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Report on Political Expenditures Congruence Shareholder Against Against
8 Rescind 2022 Racial Equity Audit Proposal Shareholder Against Against
9 Encourage Senior Management Commitment to Avoid Political Speech Shareholder Against Against
 
THE TORO COMPANY
MEETING DATE:  MAR 21, 2023
TICKER:  TTC       SECURITY ID:  891092108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey M. Ettinger Management For For
1.2 Elect Director Eric P. Hansotia Management For For
1.3 Elect Director D. Christian Koch Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
THE WALT DISNEY COMPANY
MEETING DATE:  APR 03, 2023
TICKER:  DIS       SECURITY ID:  254687106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mary T. Barra Management For For
1b Elect Director Safra A. Catz Management For For
1c Elect Director Amy L. Chang Management For For
1d Elect Director Francis A. deSouza Management For For
1e Elect Director Carolyn N. Everson Management For For
1f Elect Director Michael B.G. Froman Management For For
1g Elect Director Robert A. Iger Management For For
1h Elect Director Maria Elena Lagomasino Management For For
1i Elect Director Calvin R. McDonald Management For For
1j Elect Director Mark G. Parker Management For For
1k Elect Director Derica W. Rice Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Risks Related to Operations in China Shareholder Against Against
6 Report on Charitable Contributions Shareholder Against Against
7 Report on Political Expenditures Shareholder Against Against
 
THE WENDY'S COMPANY
MEETING DATE:  MAY 16, 2023
TICKER:  WEN       SECURITY ID:  95058W100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nelson Peltz Management For For
1.2 Elect Director Peter W. May Management For For
1.3 Elect Director Matthew H. Peltz Management For For
1.4 Elect Director Michelle Caruso-Cabrera Management For For
1.5 Elect Director Kristin A. Dolan Management For For
1.6 Elect Director Kenneth W. Gilbert Management For For
1.7 Elect Director Richard H. Gomez Management For For
1.8 Elect Director Joseph A. Levato Management For For
1.9 Elect Director Michelle "Mich" J. Mathews-Spradlin Management For For
1.10 Elect Director Todd A. Penegor Management For For
1.11 Elect Director Peter H. Rothschild Management For For
1.12 Elect Director Arthur B. Winkleblack Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Proxy Access Right Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against For
 
THE WESTERN UNION COMPANY
MEETING DATE:  MAY 12, 2023
TICKER:  WU       SECURITY ID:  959802109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Martin I. Cole Management For For
1b Elect Director Betsy D. Holden Management For For
1c Elect Director Jeffrey A. Joerres Management For For
1d Elect Director Devin B. McGranahan Management For For
1e Elect Director Michael A. Miles, Jr. Management For For
1f Elect Director Timothy P. Murphy Management For For
1g Elect Director Jan Siegmund Management For For
1h Elect Director Angela A. Sun Management For For
1i Elect Director Solomon D. Trujillo Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
 
THERMO FISHER SCIENTIFIC INC.
MEETING DATE:  MAY 24, 2023
TICKER:  TMO       SECURITY ID:  883556102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marc N. Casper Management For For
1b Elect Director Nelson J. Chai Management For For
1c Elect Director Ruby R. Chandy Management For For
1d Elect Director C. Martin Harris Management For For
1e Elect Director Tyler Jacks Management For For
1f Elect Director R. Alexandra Keith Management For For
1g Elect Director James C. Mullen Management For For
1h Elect Director Lars R. Sorensen Management For For
1i Elect Director Debora L. Spar Management For For
1j Elect Director Scott M. Sperling Management For For
1k Elect Director Dion J. Weisler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Approve Qualified Employee Stock Purchase Plan Management For For
 
TOLL BROTHERS, INC.
MEETING DATE:  MAR 07, 2023
TICKER:  TOL       SECURITY ID:  889478103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas C. Yearley, Jr. Management For For
1.2 Elect Director Stephen F. East Management For For
1.3 Elect Director Christine N. Garvey Management For For
1.4 Elect Director Karen H. Grimes Management For For
1.5 Elect Director Derek T. Kan Management For For
1.6 Elect Director Carl B. Marbach Management For For
1.7 Elect Director John A. McLean Management For For
1.8 Elect Director Wendell E. Pritchett Management For For
1.9 Elect Director Paul E. Shapiro Management For For
1.10 Elect Director Scott D. Stowell Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
TOPBUILD CORP.
MEETING DATE:  MAY 01, 2023
TICKER:  BLD       SECURITY ID:  89055F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alec C. Covington Management For For
1b Elect Director Ernesto Bautista, III Management For For
1c Elect Director Robert M. Buck Management For For
1d Elect Director Joseph S. Cantie Management For For
1e Elect Director Tina M. Donikowski Management For For
1f Elect Director Deirdre C. Drake Management For For
1g Elect Director Mark A. Petrarca Management For For
1h Elect Director Nancy M. Taylor Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TRACTOR SUPPLY COMPANY
MEETING DATE:  MAY 11, 2023
TICKER:  TSCO       SECURITY ID:  892356106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joy Brown Management For For
1.2 Elect Director Ricardo Cardenas Management For For
1.3 Elect Director Andre Hawaux Management For For
1.4 Elect Director Denise L. Jackson Management For For
1.5 Elect Director Ramkumar Krishnan Management For For
1.6 Elect Director Edna K. Morris Management For For
1.7 Elect Director Mark J. Weikel Management For For
1.8 Elect Director Harry A. Lawton, III Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
TRADEWEB MARKETS INC.
MEETING DATE:  MAY 15, 2023
TICKER:  TW       SECURITY ID:  892672106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy Dixon Management For For
1.2 Elect Director Scott Ganeles Management For For
1.3 Elect Director Catherine Johnson Management For For
1.4 Elect Director Murray Roos Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
TRANSUNION
MEETING DATE:  MAY 04, 2023
TICKER:  TRU       SECURITY ID:  89400J107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George M. Awad Management For For
1b Elect Director William P. (Billy) Bosworth Management For For
1c Elect Director Christopher A. Cartwright Management For For
1d Elect Director Suzanne P. Clark Management For For
1e Elect Director Hamidou Dia Management For For
1f Elect Director Russell P. Fradin Management For For
1g Elect Director Charles E. Gottdiener Management For For
1h Elect Director Pamela A. Joseph Management For For
1i Elect Director Thomas L. Monahan, III Management For For
1j Elect Director Ravi Kumar Singisetti Management For For
1k Elect Director Linda K. Zukauckas Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TWILIO INC.
MEETING DATE:  JUN 13, 2023
TICKER:  TWLO       SECURITY ID:  90138F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Bell Management For For
1.2 Elect Director Jeffrey Immelt Management For For
1.3 Elect Director Erika Rottenberg Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 08, 2023
TICKER:  UBER       SECURITY ID:  90353T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ronald Sugar Management For For
1b Elect Director Revathi Advaithi Management For For
1c Elect Director Ursula Burns Management For For
1d Elect Director Robert Eckert Management For For
1e Elect Director Amanda Ginsberg Management For For
1f Elect Director Dara Khosrowshahi Management For For
1g Elect Director Wan Ling Martello Management For For
1h Elect Director John Thain Management For For
1i Elect Director David I. Trujillo Management For For
1j Elect Director Alexander Wynaendts Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Commission a Third-Party Audit on Driver Health and Safety Shareholder Against Against
 
UDR, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  UDR       SECURITY ID:  902653104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katherine A. Cattanach Management For For
1b Elect Director Jon A. Grove Management For For
1c Elect Director Mary Ann King Management For For
1d Elect Director James D. Klingbeil Management For For
1e Elect Director Clint D. McDonnough Management For For
1f Elect Director Robert A. McNamara Management For For
1g Elect Director Diane M. Morefield Management For For
1h Elect Director Kevin C. Nickelberry Management For For
1i Elect Director Mark R. Patterson Management For For
1j Elect Director Thomas W. Toomey Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
UNION PACIFIC CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  UNP       SECURITY ID:  907818108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William J. DeLaney Management For For
1b Elect Director David B. Dillon Management For For
1c Elect Director Sheri H. Edison Management For For
1d Elect Director Teresa M. Finley Management For For
1e Elect Director Lance M. Fritz Management For For
1f Elect Director Deborah C. Hopkins Management For For
1g Elect Director Jane H. Lute Management For For
1h Elect Director Michael R. McCarthy Management For For
1i Elect Director Jose H. Villarreal Management For For
1j Elect Director Christopher J. Williams Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
6 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
7 Adopt a Paid Sick Leave Policy Shareholder Against Against
 
UNITED AIRLINES HOLDINGS, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  UAL       SECURITY ID:  910047109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carolyn Corvi Management For For
1b Elect Director Matthew Friend Management For For
1c Elect Director Barney Harford Management For For
1d Elect Director Michele J. Hooper Management For For
1e Elect Director Walter Isaacson Management For For
1f Elect Director James A. C. Kennedy Management For For
1g Elect Director J. Scott Kirby Management For For
1h Elect Director Edward M. Philip Management For For
1i Elect Director Edward L. Shapiro Management For For
1j Elect Director Laysha Ward Management For For
1k Elect Director James M. Whitehurst Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Amend Non-Employee Director Omnibus Stock Plan Management For For
 
UNITED PARCEL SERVICE, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  UPS       SECURITY ID:  911312106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carol Tome Management For For
1b Elect Director Rodney Adkins Management For For
1c Elect Director Eva Boratto Management For For
1d Elect Director Michael Burns Management For For
1e Elect Director Wayne Hewett Management For For
1f Elect Director Angela Hwang Management For For
1g Elect Director Kate Johnson Management For For
1h Elect Director William Johnson Management For For
1i Elect Director Franck Moison Management For For
1j Elect Director Christiana Smith Shi Management For For
1k Elect Director Russell Stokes Management For For
1l Elect Director Kevin Warsh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
6 Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement Shareholder Against For
7 Report on Integrating GHG Emissions Reductions Targets into Executive Compensation Shareholder Against Against
8 Report on Just Transition Shareholder Against For
9 Report on Risk Due to Restrictions on Reproductive Rights Shareholder Against Against
10 Oversee and Report a Civil Rights Audit Shareholder Against Against
11 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Shareholder Against For
 
UNITEDHEALTH GROUP INCORPORATED
MEETING DATE:  JUN 05, 2023
TICKER:  UNH       SECURITY ID:  91324P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy Flynn Management For For
1b Elect Director Paul Garcia Management For For
1c Elect Director Kristen Gil Management For For
1d Elect Director Stephen Hemsley Management For For
1e Elect Director Michele Hooper Management For For
1f Elect Director F. William McNabb, III Management For For
1g Elect Director Valerie Montgomery Rice Management For For
1h Elect Director John Noseworthy Management For For
1i Elect Director Andrew Witty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Third-Party Racial Equity Audit Shareholder Against Against
6 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
7 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
UNIVERSAL DISPLAY CORPORATION
MEETING DATE:  JUN 15, 2023
TICKER:  OLED       SECURITY ID:  91347P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven V. Abramson Management For For
1b Elect Director Cynthia J. Comparin Management For For
1c Elect Director Richard C. Elias Management For For
1d Elect Director Elizabeth H. Gemmill Management For For
1e Elect Director C. Keith Hartley Management For For
1f Elect Director Celia M. Joseph Management For For
1g Elect Director Lawrence Lacerte Management For For
1h Elect Director Sidney D. Rosenblatt Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Ratify KPMG LLP as Auditors Management For For
 
UNUM GROUP
MEETING DATE:  MAY 25, 2023
TICKER:  UNM       SECURITY ID:  91529Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Theodore H. Bunting, Jr. Management For For
1b Elect Director Susan L. Cross Management For For
1c Elect Director Susan D. DeVore Management For For
1d Elect Director Joseph J. Echevarria Management For For
1e Elect Director Cynthia L. Egan Management For For
1f Elect Director Kevin T. Kabat Management For For
1g Elect Director Timothy F. Keaney Management For For
1h Elect Director Gale V. King Management For For
1i Elect Director Gloria C. Larson Management For For
1j Elect Director Richard P. McKenney Management For For
1k Elect Director Ronald P. O'Hanley Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
US FOODS HOLDING CORP.
MEETING DATE:  MAY 18, 2023
TICKER:  USFD       SECURITY ID:  912008109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl A. Bachelder Management For For
1b Elect Director James J. Barber, Jr. Management For For
1c Elect Director Robert M. Dutkowsky Management For For
1d Elect Director Scott D. Ferguson Management For For
1e Elect Director David E. Flitman Management For For
1f Elect Director Marla Gottschalk Management For For
1g Elect Director Sunil Gupta Management For For
1h Elect Director Carl Andrew Pforzheimer Management For For
1i Elect Director Quentin Roach Management For For
1j Elect Director David M. Tehle Management For For
1k Elect Director David A. Toy Management For For
1l Elect Director Ann E. Ziegler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
5 Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers Management For For
6 Ratify Deloitte & Touche LLP as Auditors Management For For
7 Limit Accelerated Vesting of Equity Awards Upon a Change in Control Shareholder Against Against
 
VAIL RESORTS, INC.
MEETING DATE:  DEC 07, 2022
TICKER:  MTN       SECURITY ID:  91879Q109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan L. Decker Management For For
1b Elect Director Robert A. Katz Management For For
1c Elect Director Kirsten A. Lynch Management For For
1d Elect Director Nadia Rawlinson Management For For
1e Elect Director John T. Redmond Management For For
1f Elect Director Michele Romanow Management For For
1g Elect Director Hilary A. Schneider Management For For
1h Elect Director D. Bruce Sewell Management For For
1i Elect Director John F. Sorte Management For For
1j Elect Director Peter A. Vaughn Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VALVOLINE INC.
MEETING DATE:  JAN 26, 2023
TICKER:  VVV       SECURITY ID:  92047W101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gerald W. Evans, Jr. Management For For
1b Elect Director Richard J. Freeland Management For For
1c Elect Director Carol H. Kruse Management For For
1d Elect Director Vada O. Manager Management For For
1e Elect Director Samuel J. Mitchell, Jr. Management For For
1f Elect Director Jennifer L. Slater Management For For
1g Elect Director Charles M. Sonsteby Management For For
1h Elect Director Mary J. Twinem Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
VEEVA SYSTEMS INC.
MEETING DATE:  JUN 21, 2023
TICKER:  VEEV       SECURITY ID:  922475108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy S. Cabral Management For For
1b Elect Director Mark Carges Management For For
1c Elect Director Peter P. Gassner Management For For
1d Elect Director Mary Lynne Hedley Management For For
1e Elect Director Priscilla Hung Management For For
1f Elect Director Tina Hunt Management For For
1g Elect Director Marshall L. Mohr Management For For
1h Elect Director Gordon Ritter Management For For
1i Elect Director Paul Sekhri Management For Against
1j Elect Director Matthew J. Wallach Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Certificate of Incorporation Management For For
4 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
 
VERIZON COMMUNICATIONS INC.
MEETING DATE:  MAY 11, 2023
TICKER:  VZ       SECURITY ID:  92343V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye Archambeau Management For For
1.2 Elect Director Roxanne Austin Management For For
1.3 Elect Director Mark Bertolini Management For For
1.4 Elect Director Vittorio Colao Management For For
1.5 Elect Director Melanie Healey Management For For
1.6 Elect Director Laxman Narasimhan Management For For
1.7 Elect Director Clarence Otis, Jr. Management For For
1.8 Elect Director Daniel Schulman Management For For
1.9 Elect Director Rodney Slater Management For For
1.10 Elect Director Carol Tome Management For For
1.11 Elect Director Hans Vestberg Management For For
1.12 Elect Director Gregory Weaver Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Government Requests to Remove Content Shareholder Against Against
6 Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates Shareholder Against Against
7 Amend Clawback Policy Shareholder Against Against
8 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
9 Require Independent Board Chair Shareholder Against Against
 
VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE:  MAY 17, 2023
TICKER:  VRTX       SECURITY ID:  92532F100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sangeeta Bhatia Management For For
1.2 Elect Director Lloyd Carney Management For For
1.3 Elect Director Alan Garber Management For For
1.4 Elect Director Terrence Kearney Management For For
1.5 Elect Director Reshma Kewalramani Management For For
1.6 Elect Director Jeffrey Leiden Management For For
1.7 Elect Director Diana McKenzie Management For For
1.8 Elect Director Bruce Sachs Management For For
1.9 Elect Director Suketu Upadhyay Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
VISA INC.
MEETING DATE:  JAN 24, 2023
TICKER:  V       SECURITY ID:  92826C839
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lloyd A. Carney Management For For
1b Elect Director Kermit R. Crawford Management For For
1c Elect Director Francisco Javier Fernandez-Carbajal Management For For
1d Elect Director Alfred F. Kelly, Jr. Management For For
1e Elect Director Ramon Laguarta Management For For
1f Elect Director Teri L. List Management For For
1g Elect Director John F. Lundgren Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Linda J. Rendle Management For For
1j Elect Director Maynard G. Webb, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
VISTRA CORP.
MEETING DATE:  MAY 02, 2023
TICKER:  VST       SECURITY ID:  92840M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott B. Helm Management For For
1.2 Elect Director Hilary E. Ackermann Management For For
1.3 Elect Director Arcilia C. Acosta Management For For
1.4 Elect Director Gavin R. Baiera Management For For
1.5 Elect Director Paul M. Barbas Management For For
1.6 Elect Director James A. Burke Management For For
1.7 Elect Director Lisa Crutchfield Management For For
1.8 Elect Director Brian K. Ferraioli Management For For
1.9 Elect Director Jeff D. Hunter Management For For
1.10 Elect Director Julie A. Lagacy Management For For
1.11 Elect Director John R. (J.R.) Sult Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
VMWARE, INC.
MEETING DATE:  NOV 04, 2022
TICKER:  VMW       SECURITY ID:  928563402
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Advisory Vote on Golden Parachutes Management For For
3 Adjourn Meeting Management For For
4 Amend Certificate of Incorporation to Eliminate Personal Liability of Directors Management For For
 
VORNADO REALTY TRUST
MEETING DATE:  MAY 18, 2023
TICKER:  VNO       SECURITY ID:  929042109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven Roth Management For For
1.2 Elect Director Candace K. Beinecke Management For For
1.3 Elect Director Michael D. Fascitelli Management For For
1.4 Elect Director Beatrice Hamza Bassey Management For For
1.5 Elect Director William W. Helman, IV Management For For
1.6 Elect Director David M. Mandelbaum Management For For
1.7 Elect Director Raymond J. McGuire Management For For
1.8 Elect Director Mandakini Puri Management For For
1.9 Elect Director Daniel R. Tisch Management For For
1.10 Elect Director Russell B. Wight, Jr. Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
VOYA FINANCIAL, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  VOYA       SECURITY ID:  929089100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lynne Biggar Management For For
1b Elect Director Stephen Bowman Management For For
1c Elect Director Yvette S. Butler Management For For
1d Elect Director Jane P. Chwick Management For For
1e Elect Director Kathleen DeRose Management For For
1f Elect Director Hikmet Ersek Management For For
1g Elect Director Ruth Ann M. Gillis Management For For
1h Elect Director Heather Lavallee Management For For
1i Elect Director Aylwin B. Lewis Management For For
1j Elect Director Rodney O. Martin, Jr. Management For For
1k Elect Director Joseph V. Tripodi Management For For
1l Elect Director David Zwiener Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
W. P. CAREY INC.
MEETING DATE:  JUN 15, 2023
TICKER:  WPC       SECURITY ID:  92936U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark A. Alexander Management For For
1b Elect Director Constantin H. Beier Management For For
1c Elect Director Tonit M. Calaway Management For For
1d Elect Director Peter J. Farrell Management For For
1e Elect Director Robert J. Flanagan Management For For
1f Elect Director Jason E. Fox Management For For
1g Elect Director Jean Hoysradt Management For For
1h Elect Director Margaret G. Lewis Management For For
1i Elect Director Christopher J. Niehaus Management For For
1j Elect Director Elisabeth T. Stheeman Management For For
1k Elect Director Nick J.M. van Ommen Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
W. R. BERKLEY CORPORATION
MEETING DATE:  JUN 14, 2023
TICKER:  WRB       SECURITY ID:  084423102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director W. Robert Berkley, Jr. Management For For
1b Elect Director Maria Luisa Ferre Management For For
1c Elect Director Daniel L. Mosley Management For For
1d Elect Director Mark L. Shapiro Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
W.W. GRAINGER, INC.
MEETING DATE:  APR 26, 2023
TICKER:  GWW       SECURITY ID:  384802104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director V. Ann Hailey Management For For
1c Elect Director Katherine D. Jaspon Management For For
1d Elect Director Stuart L. Levenick Management For For
1e Elect Director D.G. Macpherson Management For For
1f Elect Director Neil S. Novich Management For For
1g Elect Director Beatriz R. Perez Management For For
1h Elect Director E. Scott Santi Management For For
1i Elect Director Susan Slavik Williams Management For For
1j Elect Director Lucas E. Watson Management For For
1k Elect Director Steven A. White Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
WALMART INC.
MEETING DATE:  MAY 31, 2023
TICKER:  WMT       SECURITY ID:  931142103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cesar Conde Management For For
1b Elect Director Timothy P. Flynn Management For For
1c Elect Director Sarah J. Friar Management For For
1d Elect Director Carla A. Harris Management For For
1e Elect Director Thomas W. Horton Management For For
1f Elect Director Marissa A. Mayer Management For For
1g Elect Director C. Douglas McMillon Management For For
1h Elect Director Gregory B. Penner Management For For
1i Elect Director Randall L. Stephenson Management For For
1j Elect Director S. Robson Walton Management For For
1k Elect Director Steuart L. Walton Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Consider Pay Disparity Between CEO and Other Employees Shareholder Against Against
6 Report on Human Rights Due Diligence Shareholder Against Against
7 Commission Third Party Racial Equity Audit Shareholder Against Against
8 Report on Racial and Gender Layoff Diversity Shareholder Against Against
9 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
10 Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access Shareholder Against Against
11 Report on Risks Related to Operations in China Shareholder Against Against
12 Oversee and Report a Workplace Health and Safety Audit Shareholder Against Against
 
WARNER BROS. DISCOVERY, INC.
MEETING DATE:  MAY 08, 2023
TICKER:  WBD       SECURITY ID:  934423104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Li Haslett Chen Management For Withhold
1.2 Elect Director Kenneth W. Lowe Management For Withhold
1.3 Elect Director Paula A. Price Management For Withhold
1.4 Elect Director David M. Zaslav Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Lobbying Payments and Policy Shareholder Against Against
 
WATSCO, INC.
MEETING DATE:  JUN 05, 2023
TICKER:  WSO       SECURITY ID:  942622200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Ana Lopez-Blazquez Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
WEBSTER FINANCIAL CORPORATION
MEETING DATE:  APR 26, 2023
TICKER:  WBS       SECURITY ID:  947890109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John R. Ciulla Management For For
1b Elect Director Jack L. Kopnisky Management For For
1c Elect Director William L. Atwell Management For Against
1d Elect Director John P. Cahill Management For Against
1e Elect Director E. Carol Hayles Management For For
1f Elect Director Linda H. Ianieri Management For For
1g Elect Director Mona Aboelnaga Kanaan Management For For
1h Elect Director James J. Landy Management For For
1i Elect Director Maureen B. Mitchell Management For For
1j Elect Director Laurence C. Morse Management For Against
1k Elect Director Karen R. Osar Management For Against
1l Elect Director Richard O'Toole Management For Against
1m Elect Director Mark Pettie Management For For
1n Elect Director Lauren C. States Management For For
1o Elect Director William E. Whiston Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
6 Ratify KPMG LLP as Auditors Management For For
 
WELLS FARGO & COMPANY
MEETING DATE:  APR 25, 2023
TICKER:  WFC       SECURITY ID:  949746101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven D. Black Management For For
1b Elect Director Mark A. Chancy Management For For
1c Elect Director Celeste A. Clark Management For For
1d Elect Director Theodore F. Craver, Jr. Management For For
1e Elect Director Richard K. Davis Management For For
1f Elect Director Wayne M. Hewett Management For For
1g Elect Director CeCelia (CeCe) G. Morken Management For For
1h Elect Director Maria R. Morris Management For For
1i Elect Director Felicia F. Norwood Management For For
1j Elect Director Richard B. Payne, Jr. Management For For
1k Elect Director Ronald L. Sargent Management For For
1l Elect Director Charles W. Scharf Management For For
1m Elect Director Suzanne M. Vautrinot Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Political Expenditures Congruence Shareholder Against Against
7 Report on Climate Lobbying Shareholder Against Against
8 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
9 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
10 Report on Prevention of Workplace Harassment and Discrimination Shareholder Against Against
11 Adopt Policy on Freedom of Association and Collective Bargaining Shareholder Against Against
 
WERNER ENTERPRISES, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  WERN       SECURITY ID:  950755108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Diane K. Duren Management For For
1.2 Elect Director Derek J. Leathers Management For For
1.3 Elect Director Michelle D. Livingstone Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Omnibus Stock Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
WESCO INTERNATIONAL, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  WCC       SECURITY ID:  95082P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John J. Engel Management For For
1.2 Elect Director Anne M. Cooney Management For For
1.3 Elect Director Matthew J. Espe Management For For
1.4 Elect Director Bobby J. Griffin Management For For
1.5 Elect Director Sundaram "Naga" Nagarajan Management For For
1.6 Elect Director Steven A. Raymund Management For For
1.7 Elect Director James L. Singleton Management For For
1.8 Elect Director Easwaran Sundaram Management For For
1.9 Elect Director Laura K. Thompson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
WESTLAKE CORPORATION
MEETING DATE:  MAY 11, 2023
TICKER:  WLK       SECURITY ID:  960413102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a.1 Elect Director Catherine T. Chao Management For For
1a.2 Elect Director Marius A. Haas Management For For
1a.3 Elect Director Kimberly S. Lubel Management For For
1a.4 Elect Director Jeffrey W. Sheets Management For For
1b.1 Elect Director Carolyn C. Sabat Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Amend Certificate of Incorporation to Allow Exculpation of Certain Officers Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Amend Omnibus Stock Plan Management For For
7 Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero Shareholder Against Against
8 Report on Reducing Plastic Pollution of the Oceans Shareholder Against Against
 
WEX INC.
MEETING DATE:  MAY 11, 2023
TICKER:  WEX       SECURITY ID:  96208T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Callahan Management For For
1.2 Elect Director Shikhar Ghosh Management For For
1.3 Elect Director James Groch Management For For
1.4 Elect Director James (Jim) Neary Management For For
1.5 Elect Director Melissa Smith Management For For
1.6 Elect Director Stephen Smith Management For For
1.7 Elect Director Susan Sobbott Management For For
1.8 Elect Director Regina O. Sommer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
WHIRLPOOL CORPORATION
MEETING DATE:  APR 18, 2023
TICKER:  WHR       SECURITY ID:  963320106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel R. Allen Management For For
1b Elect Director Marc R. Bitzer Management For For
1c Elect Director Greg Creed Management For For
1d Elect Director Diane M. Dietz Management For For
1e Elect Director Gerri T. Elliott Management For For
1f Elect Director Jennifer A. LaClair Management For For
1g Elect Director John D. Liu Management For For
1h Elect Director James M. Loree Management For For
1i Elect Director Harish Manwani Management For For
1j Elect Director Patricia K. Poppe Management For For
1k Elect Director Larry O. Spencer Management For For
1l Elect Director Michael D. White Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
WILLIAMS-SONOMA, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  WSM       SECURITY ID:  969904101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laura Alber Management For For
1.2 Elect Director Esi Eggleston Bracey Management For For
1.3 Elect Director Scott Dahnke Management For For
1.4 Elect Director Anne Finucane Management For For
1.5 Elect Director Paula Pretlow Management For For
1.6 Elect Director William Ready Management For For
1.7 Elect Director Frits van Paasschen Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  MAY 17, 2023
TICKER:  WTW       SECURITY ID:  G96629103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dame Inga Beale Management For For
1b Elect Director Fumbi Chima Management For For
1c Elect Director Stephen Chipman Management For For
1d Elect Director Michael Hammond Management For For
1e Elect Director Carl Hess Management For For
1f Elect Director Jacqueline Hunt Management For For
1g Elect Director Paul Reilly Management For For
1h Elect Director Michelle Swanback Management For For
1i Elect Director Paul Thomas Management For For
1j Elect Director Fredric Tomczyk Management For For
2 Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
6 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Management For For
 
WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE:  JUN 02, 2023
TICKER:  WSC       SECURITY ID:  971378104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark S. Bartlett Management For For
1.2 Elect Director Erika T. Davis Management For For
1.3 Elect Director Gerard E. Holthaus Management For For
1.4 Elect Director Erik Olsson Management For For
1.5 Elect Director Rebecca L. Owen Management For For
1.6 Elect Director Jeff Sagansky Management For For
1.7 Elect Director Bradley L. Soultz Management For For
1.8 Elect Director Michael W. Upchurch Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
WINTRUST FINANCIAL CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  WTFC       SECURITY ID:  97650W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth H. Connelly Management For For
1.2 Elect Director Timothy S. Crane Management For For
1.3 Elect Director Peter D. Crist Management For For
1.4 Elect Director William J. Doyle Management For For
1.5 Elect Director Marla F. Glabe Management For For
1.6 Elect Director H. Patrick Hackett, Jr. Management For For
1.7 Elect Director Scott K. Heitmann Management For For
1.8 Elect Director Brian A. Kenney Management For For
1.9 Elect Director Deborah L. Hall Lefevre Management For For
1.10 Elect Director Suzet M. McKinney Management For For
1.11 Elect Director Gary D. "Joe" Sweeney Management For For
1.12 Elect Director Karin Gustafson Teglia Management For For
1.13 Elect Director Alex E. Washington, III Management For For
1.14 Elect Director Edward J. Wehmer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
WORKDAY, INC.
MEETING DATE:  JUN 22, 2023
TICKER:  WDAY       SECURITY ID:  98138H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Christa Davies Management For For
1b Elect Director Wayne A.I. Frederick Management For For
1c Elect Director Mark J. Hawkins Management For For
1d Elect Director George J. Still, Jr. Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
 
WYNDHAM HOTELS & RESORTS, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  WH       SECURITY ID:  98311A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen P. Holmes Management For For
1b Elect Director Geoffrey A. Ballotti Management For For
1c Elect Director Myra J. Biblowit Management For For
1d Elect Director James E. Buckman Management For For
1e Elect Director Bruce B. Churchill Management For For
1f Elect Director Mukul V. Deoras Management For For
1g Elect Director Ronald L. Nelson Management For For
1h Elect Director Pauline D.E. Richards Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Certificate of Incorporation To Provide for Exculpation of Certain Officers Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
XCEL ENERGY INC.
MEETING DATE:  MAY 24, 2023
TICKER:  XEL       SECURITY ID:  98389B100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Megan Burkhart Management For For
1b Elect Director Lynn Casey Management For For
1c Elect Director Bob Frenzel Management For For
1d Elect Director Netha Johnson Management For For
1e Elect Director Patricia Kampling Management For For
1f Elect Director George Kehl Management For For
1g Elect Director Richard O'Brien Management For For
1h Elect Director Charles Pardee Management For For
1i Elect Director Christopher Policinski Management For For
1j Elect Director James Prokopanko Management For For
1k Elect Director Kim Williams Management For For
1l Elect Director Daniel Yohannes Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
XPO, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  XPO       SECURITY ID:  983793100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brad Jacobs Management For For
1.2 Elect Director Jason Aiken Management For For
1.3 Elect Director Bella Allaire Management For For
1.4 Elect Director Wes Frye Management For For
1.5 Elect Director Mario Harik Management For For
1.6 Elect Director Michael Jesselson Management For For
1.7 Elect Director Allison Landry Management For For
1.8 Elect Director Irene Moshouris Management For For
1.9 Elect Director Johnny C. Taylor, Jr. Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  ZM       SECURITY ID:  98980L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eric S. Yuan Management For Withhold
1.2 Elect Director Peter Gassner Management For Withhold
1.3 Elect Director H.R. McMaster Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
ZSCALER, INC.
MEETING DATE:  JAN 13, 2023
TICKER:  ZS       SECURITY ID:  98980G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Brown Management For For
1.2 Elect Director Scott Darling Management For For
1.3 Elect Director David Schneider Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For

VOTE SUMMARY REPORT
FIDELITY MACRO OPPORTUNITIES FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.


VOTE SUMMARY REPORT
FIDELITY RISK PARITY FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.


POWER OF ATTORNEY

I, the undersigned Treasurer of the following investment companies:

Fidelity Cherry Street Trust
Fidelity Greenwood Street Trust
Fidelity Multi-Strategy Credit Fund

in addition to any other investment company for which Fidelity Management & Research Company or an affiliate acts as investment adviser and for which the undersigned individual serves as Treasurer (collectively, the "Funds"), hereby constitute and appoint Mark Lundvall and Lisa Goulemas my true and lawful attorney-in-fact, each of them singly, with full power of substitution, and with full power to sign for me and in my name in the appropriate capacity, all Reports of the Proxy Voting Records of the Funds on Form N-PX under the Investment Company Act of 1940, as amended (the "Act"), or any successor thereto, and any supplements or other instruments in connection therewith, and generally do all such things in my name and behalf in connection therewith as said attorney-in-fact deems necessary or appropriate to cause such Form to be completed and filed in accordance with the Act and all related requirements of the Securities and Exchange Commission. I hereby ratify and confirm all that said attorney-in-fact or his substitute may do or cause to be done by virtue hereof. This power of attorney is effective for all documents filed on or after June 1, 2023.

WITNESS my hand on this 1st day of June 2023.

/s/ Heather Bonner

Heather Bonner

Treasurer